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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33

Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.
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Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality

Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of
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Breaking with convention--Global Daily

Pity those having to make forecasts for the global economy right now. After all, they are having to do so less than 80 days from a US election in which two radically different policy platforms are
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Macro Insights Weekly Putting the inflation genie back in the 2% bottle

The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
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FIRST ECB MIDSUMMER DATA CHECK: CUT

Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
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The Major bond letter Free to View Fixed Income - Rates Global #52. Turning points

Head fake or the real thing? The question bond investors and traders are debating today is whether the events of the last few weeks will mark a decisive turning point
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The Treasury cash-futures basis ischeap

The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
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Market expectations of the Fed's labormarket reaction

Today's chart explores how these changes as well as other dynamics over recentyears may have affected market expectations of the FOMC's reaction to the labormarket, drawing onaspecialquestiontheNYFed periodicallyincludesin
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Confidence Game-Global Daily

As we approach the Jackson Hole Symposium later this week the message from Fed speakers, broadly, has been that they are gaining confidence that the economy is reaching the point where
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Data pushes back against 50bp September cut

A fed-focused week lies ahead with the annual Jackson Hole Economic Symposium in the spotlight, along with the minutes from the July FOMC
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