March 13, 2024

LOCKED Japan Update: Large Companies Outdo Each Other with Generous Wage Hikes

• Large Companies Outdo Each Other with Generous Wage Hikes• Private Sector Economists See Limited Rate Hikes After NIRP Ends• Excess Savings from COVID Grants

March 13, 2024

LOCKED Macro Insiders: In Focus from Julian – Europe: Really So Dismal?

Europe is sick. Or so everyone tells us. My analysis is admittedly a bit mixed, but it identifies risk factors and there are more positives than negatives. Analysts have been wrong-footed for months by better-than-expected European data. Will that continue and how will the ECB respond as more data comes their way?

March 13, 2024