THE WEEK AHEAD ECONOMIC DATA RELEASE 20TH SEP 2026 SEP BOJ REVIEW: DEC’26 & MAR’27 MIGHT SEE NEXT 25 BPS HIKES EACH Monthly FX Outlook: Low Volatility Amid Neutral Dollar Bias SEP FOMC REVIEW: REMOVAL OF ACCOMODATION HAS ONE MORE LEG TO GO IN OCTOBER THE WEEK AHEAD ECONOMIC DATA RELEASE 13TH SEP 2026 How much of current global bond yield rally is transitory SEP BOJ PREVIEW: BEYOND SEP HIKE, DEC TOO LIKELY SEP FOMC PREVIEW: A HIKE NOW LOOKS INEVITABLE

WORSENING US EMPLOYMENT: JUNE'24 NON FARM PAYROLL REVIEW

ADMIN || 6th July 2024

Though on the headline number, June NFP was higher than market estimates, the internals were quite poor. First there was the revision of 110,000 for the past two month reading i.e. April & May. Then the UR shooting up to 4.1% was another disturbing fact. The most reliable Sahm rule for indicating onset of recession has also been triggered.

To Read This Full Opinion, Please Subscribe Now