GlobalData.TSLombard
@TS_Lombard
Independent Macro, Strategy and GeoPol research. Request a trial (investment professionals only)
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PODCAST: CAN WARSH SAVE THE BOND MARKET?
The Jeremy Clarkson of Macro is back! @darioperkins and Fort Commandant @freyabeamish are back from their summer holidays, tune in...
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Apple:
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...companies are capturing all those efficiency gains (through higher profits) the wage share will drop. With a little maths, you can also show that the wage share is also a proxy for inequality. Lower wage share = more inequality."
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Latest from @darioperkins The wage share is the ratio of wage income to nominal GDP. Its evolution depends on the link between productivity and wages. When workers can capture the benefits of faster productivity, the wage share will rise. If, on the other hand...
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...companies are capturing all those efficiency gains (through higher profits) the wage share will drop. With a little maths, you can also show that the wage share is also a proxy for inequality. Lower wage share = more inequality."
Show more
Latest from @darioperkins The wage share is the ratio of wage income to nominal GDP. Its evolution depends on the link between productivity and wages. When workers can capture the benefits of faster productivity, the wage share will rise. If, on the other hand...
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"EPS growth is not only accelerating in the US tech sector but also in the equal weight S&P 500 which should be supportive of hiring sentiment"
@Daniel_VonAhlen @TS_Lombard
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🇺🇸 Sentiment
US equities have surged, but risk sentiment stays neutral, leaving room for the rally to run as many investors stay on the sidelines
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h/t @dailychartbook @TS_Lombard $spx #spx#
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Podcast: US Meltup, UK Meltdown
Strait: How long until this matters again?
Odds for a late-90s style meltup in US stocks?
The UK's latest political crisis
@darioperkins @freyabeamish
Apple:
Spotify:
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PODCAST TIME.
1) Do we really have to keep taking about Iran? (yes, unfortunately, but this time without @freyabeamish channeling Andrew Bailey)
2) Time to party like its 1999? or rather 1996..
3) The latest UK s***show and what it means
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Podcast: US Meltup, UK Meltdown
Strait: How long until this matters again?
Odds for a late-90s style meltup in US stocks?
The UK's latest political crisis
@darioperkins @freyabeamish
Apple:
Spotify:
Show more
The bull case for the UK was that our govt would just stop doing dumb shit. Guess it was too much to hope for
🇺🇸 Yields
10-year UST yields often push higher in the first six months after a new Fed chair takes office, as markets adjust to a new policy regime. Leadership changes cloud the outlook, and markets price in that uncertainty
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@dailychartbook @TS_Lombard
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Google search trend for “deglobalization” has surged.
Source: @TS_Lombard
