This week’s edition of the WIP raises questions on the “true” unemployment rate, highlights renewed Brexit risk in the U.K., puts the recent tech sell-off in context, and examines underlying trends in some components of the CPI basket…and more.
- Drop in Rents Keeps a Lid on CPI
- Alternative Unemployment Data
- Vanishing Hopes for More Fiscal Stimulus
- Long-Term Asset Valuations Near Peak
- Tech Stocks Lead Market in Both Directions
- Fading S&P 500/VIX Correlation
- Brexit Fears Pound the Pound
- Bond Yields Remain in Tight Range
- China Bond Yields Hit Multi-Year High
- Investor Sentiment Moderates
