Where to watch for job losses, by sector
Young businesses are a major source of employment, a key variable determining the economic cycle.
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Expect a pause, not a pivot, as savings fuel spending
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.
High job openings signal wage-price spiral
Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.
ESG: Hearing the signal above the noise
In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.
What is the circular economy, and why is it important?
Adapting business models to be less resource intensive creates opportunity for environmental and economic benefit.
Covid-related labor imbalances complicate Fed’s inflation fight
Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.
How markets could react to Fed and ECB meetings
A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.
Cracks emerge in Europe’s resilience
Recent economic data and the outlook for energy supplies are casting doubt on whether Europe has the resilience to withstand a recession.
A look at leveraged loans and CLOs
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).