Part 1 | Reports of its death are greatly exaggerated
The first in a two part review of the US housing market
Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI
The most likely outcomes to anchor investment outlook in 2024
US housing | Rents back on the rise
New report shows average rents +3.2% YoY
US Jobs | Payrolls comment and sentiment
Summary of discussions with investors
AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard
What next for Ukraine? BoE tests BB inflation model.
Hatzius (Klopp) | Sahm | Sentiment & AI productivity
Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon
US Economy | Sahm Rule | A better recession indicator?
We a give brief background introduction to the Sahm Rule and examine whether claims of superior predictive powers in forecasting a recession are well founded
Hizbollah | US Jobs | What Makes A Good Trade?
What makes a good trade? Empty words all round
US Economy | Inflation | Thoughts & outlook
Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers
US bond yields | A poor risk/reward trade
Told ya it would be a tough trade going forward