US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
FOMC | Merlyn proposed plan for Telecom Italia
The usual FOMC post-mortem and Merlyn Advisors’ plans for TIM
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
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?
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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
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