2024 Ends With Resilient US Payrolls Data

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Nonfarm payrolls rose 256,000 in December, the strongest monthly gain since March... For another perspective on the trend, consider the rolling 1-year change in total nonfarm payrolls adjusted by the unemployment rate...A somewhat darker profile is shown by the year-over-year trend in private payrolls less total nonfarm payrolls... Indeed, the private sector accounts for about 85% of total pay...

Macro Briefing: 13 January 2025

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Driven by strong exports, the news arrives ahead of expected US policy changes on import tariffs after President-elect Trump moves into the White House on Jan... The gain marks the strongest monthly advance since March...China’s trade surplus surged to nearly $1 trillion in 2024... The New York Times reports: “When adjusted for inflation, China’s trade surplus last year far exceeded any in ...

Book Bits: 11 January 2025

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● The Corporation in the Twenty-First Century: Why (Almost) Everything We Are Told About Business Is Wrong John Kay Review via Financial Times When capital-intensive plant and machinery were the means of production, the capitalist elite had permanent power over the workers... Building on this, the importance of capital needs downgrading and redefining, argues Kay, a former FT columnist... In a s...

Introducing The US 5-Year Yield Opportunity Index

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As a result, the bond market is demanding a higher yield premium to compensate for the possibility that inflation will be higher than recent expected... The question for investors: Does the runup in Treasury yields to date suffice, given the current inflation expectations? In the first of a series of new indexes to help shed light on an answer, here’s a look at CapitalSpectator...The conc...

Macro Briefing: 10 January 2025

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“TSMC has benefited significantly from the strong demand for AI,” says Brady Wang, associate director at Counterpoint Research... The Peoples Bank Of China “may be attempting to signal to all market participants that rates have come down too low and too fast,” says Peter Alexander, founder of Shanghai-based consulting firm Z-Ben Advisors... US mortgage rates rebound, approaching 7% again,...

Build an Amazon Bedrock based digital lending solution on AWS

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Customers apply for a loan online after completing the know your customer (KYC) process... Currently, some of these activities are done manually, leading to delays in loan sanctioning and impacting the customer experience... Credit checks in India are normally done using the PAN number of a customer... In this post, we propose a solution using DigitalDhan, a generative AI-based solution to autom...

Build AI-powered malware analysis using Amazon Bedrock with Deep Instinct

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In this post, we explore how Deep Instinct’s generative AI-powered malware analysis tool, DIANNA, uses Amazon Bedrock to revolutionize cybersecurity by providing rapid, in-depth analysis of known and unknown threats, enhancing the capabilities of AWS System and Organization Controls (SOC) teams and addressing key challenges in the evolving threat landscape... DIANNA, the DSX Companion Ther...