Tracking the “Trump Effect” Worldwide With Alternative Data
Key Takeaways
Protected: RESOLVING THE HOUSE PRICE PUZZLE WITH ALTERNATIVE DATA
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Protected: MacroX State of Play Nov 2023: Advanced Economies
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Protected: US Labor Market Deep Dive: October 2023
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Fed Analysis using ChatGPT vs. Expert-trained LLM
Key Takeaways The Fed held rates steady today at 5.25-5.5% as expected. The Fed acknowledged the US economy is growing at a “strong pace” (upgraded from “solid” in September) as inflation continues to “remain elevated”. However, they also acknowledged how the recent rise in long-term yields has caused “tighter financial conditions”. Many Fed observers had […]
BRICM State of Play Q3 2023
Key Takeaways: Country MacroX Real-Time Growth (Z-Scored) MacroX Real-Time Growth Momentum PMI (Z-Scored) Lagged Official Growth – Q2 GDP (annualized) Inflation CB Stance Major Themes Mexico 0.23 0.39 0.77 3.2% Inflation has slowed for 8 consecutive months but still above target (5.8% v 3%) Neutral – rates on hold at 11.25% Growth robust India -0.03 […]
An Alternative (Data) JOLT view
Combining more TYPES of alternative data – including web search and news confirms the strong labor market and can shed light on what to expect for September data
Reducing noise or increasing conviction in a positioning view can be as helpful as faster data
MacroX State of Play Sep 2023: Advanced Economies
MacroX growth nowcasts shows activity is close to or above trend (0 Z-Score) across the developed world – in contrast to the more pessimistic ‘soft data’ (PMI)