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Midday Market Intelligence: data

pushbackInitial jobless claims decreased by 17k to 233k in the week ended August 3, againstconsensus expectations for a more modest decrease (see “USA: Initial Claims
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MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision

Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
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Goldman's Top Engineer on What the Bank ls ReallyDoing With A

There's a lot of hype around generative AI and many people haveinterfaced with ChatGpT, Claude, or Gemini at this point, It's fun toask these large language models to come up with a
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Higher Than Expected Jul Inflation Driven by Non-Core

Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in
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USA: Initial Claims Decrease More Than Expected

BOTTOM LINE: Initial jobless claims by decreased more than expected in the weekended August 3. The decrease was led by a decline in filings in Michigan, which we
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Eye on Freight: Tracking Trucker Employment

Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
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What We Learned About the Jump in Temporary Layoffs From the Household Survey Microdata

n The unemployment rate rose another 0.2pp to 4.3% in July, but over 70% of theincrease came from a spike in temporary layoffs. This was good news because
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2Q24 earnings recap, and thoughts on end market trends

Coming out of 2Q24 earnings season, Street estimates on average moved lower forcompanies more tied to the auto end market (especially EV OEMs and auto
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Global Macro Thoughts And just like that, the narrative changes completely

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
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Our Circular Economy Ecosystem Expands in 2024

A broader increase in investment towards efficiency solutions is likely to providetailwinds for Circular Economy adoption and enablement to help decouple growth
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