Ulrik Simmelholt

Jan 8, 2025 | smartkarma.com | Douglas Kim |Ulrik Simmelholt |Farah Miller |Manu Bhaskaran

In today’s briefing: 5 Major Potential Policy Changes in the Korean Stock Market Pushed by the FSC in 2025 The Drill: It’s an Omnishambles in the Tariff Talks Suppliers Suffer As Top Brands Make Fewer Tires Malaysia Economics: Domestic Demand to Hold the Line in 2025 CX Daily: Chinese Merchants Plow Cash Into Overseas Warehouses Amid Global E-Commerce Boom Actinver Research – Macro Daily: Inflation 2h-Dec (Forecast) 5 Major Potential Policy Changes in the Korean Stock Market Pushed by the FSC...

Aug 21, 2024 | stenoresearch.com | Ulrik Simmelholt

Something for your Espresso: Suddenly we ONLY care about labor markets Suddenly, everyone is paying attention to labor markets as signs of weakness begin to emerge. The annual revisions to the NFP data, along with the FOMC minutes, will be the key market drivers today.

Apr 26, 2024 | stenoresearch.com | Ulrik Simmelholt

We’ll start by addressing the title of this month’s Ifo nugget. We note from our two main models for predicting demand driven price pressures that wage pressures are continuing to fade and last month’s uptick in the employment barometer has faded again and we are still looking at wages and salaries in the pre Covid range and the other side of the Summer. The same is likely true for Core CPI in Germany. Even though we saw a small uptick in price expectations ex.

Mar 27, 2024 | stenoresearch.com | Ulrik Simmelholt

Morning from Europe.The collapse of the key bridge in Baltimore was in many ways talk of the macro town yesterday, but is it a biggie for global trade and shipping?It is undoubtedly an important port for the auto-industry.

Sep 13, 2023 | stenoresearch.com | Ulrik Simmelholt

What a report that just dumped in our inbox. Both core and headline surprise on the upside of expectations MoM, with headline increasing from 3.2% YoY to 3.7%, while core comes in at 4.3% YoY vs 4.7% previously – the era of rising headline inflation and falling core inflation is here. The change is mostly driven by a HUUGE rebound in Energy inflation, coming in at 5.58% MoM vs 0.11% in July, with Gasoline prices up 10.5% since last month.