US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
Macro trades | Bad fundamentals, or poor timing and execution?
Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not necessarily signal fundamental flaws;… Become a member to read the rest of this article Username […]
US Inflation | What’s next for bond yields?
Fed policy expectations changing, but economic forecasts are not
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
The Return Of The 70s Stagflation: Low Growth, High Inflation
Will current fed hikes to tame inflation mean stagflation as it did in the 70s?
Part III: Positive Housing Fundamentals Like the 70s
Download SOM what happens next; part 3 … Become a member to read the rest of this article
US Inflation | Rising Health Care Costs | Summers
Sky rocketing health care costs for middle-aged voters
Part II: No Subprime Meltdown
What happens next?
Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle
What happens next in housing, inflation, and the economy. SoftBank’s Son vindicated with big bet on Arm