US Jobs | JOLTS & ECI wage inflation
The evolution of job openings and wage inflation
US Inflation | PCE inflation preview
Recessionistas need a weak PCE print to stay in the trade
AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis
Grifols | Beveridge Curve open-sourced | Wilson contra-contras
We open sourced it to nuclear researchers. Grifols’ troubles continue and market contra-contras
US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes
Are US rates markets overly optimistic about Fed rate cuts?
Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT
Everything from current affairs to markets in this update
US CPI preview | Grifols take gloves off
What we’re looking for in the inflation data
US Jobs | Runs Out, Guns Out
When outcomes are within the realm of expectations
Rates-Equity Delinkage | Israel-Hamas | SoftBank
Have bond yield-equity market expectations shifted too far?
SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight
Macro & bootstrapping, market rules of grammar