A blog post about the the shift in market sentiment in response to the US non-farm payroll report for July 2024, and what it might mean for the wider global economy, markets and data over the next few months.

Alpha Sources

20.04.2025

The fertility wars — Alpha Sources.CV

The political flurry in the US over the virtues of parenthood and a high birth rate is part of a much larger cultural moment in which the debate on the significance of falling global fertility is pitting two increasingly militant and unyielding sides against each other. We have trade wars , cu

Alpha Sources

12.05.2025

Global Leading Indicators, April 2025 - Hanging on — Alpha Sources.CV

The April 2025 edition of the global LEI chartbook can be found here . Additional details on the methodology are available here . Global leading indicators were hanging on for dear life in April strained by the shock of President Trump’s tariff measures. A rebound from current levels that keep

Alpha Sources

25.05.2025

Freeze the eggs! — Alpha Sources.CV

Global birth rates are falling at an accelerated pace. According to the UN, the global total fertility rate (TFR) dropped to a record low of 2.25 in 2023 and is projected to fall further to 2.2 in 2024. At this pace, the TFR is set to dip below the replacement level of 2.1 nearly two decades earlier

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Economy

All Change? — Alpha Sources.CV

The fertility wars — Alpha Sources.CV

Global Leading Indicators, April 2025 - Hanging on — Alpha Sources.CV

Freeze the eggs! — Alpha Sources.CV

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