US economy | Amundi | Talking gibberish
Confusing the AI with alternative facts
Israel-Hamas update | Financial advising
OSINT analysts more interested in the US economy than Israel-Hamas war
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Falling excess savings is a red herring, consumers will continue to spend
NFP | CIA analysts training for cognitive bias
How CIA analysts reduce cognitive biases in their work
US Equities | Technicals look favorable
When you hear what you want to hear.
US Mortgages | Negative convexity hedging with swaptions
Relentless rates sell-off. Short gamma whipsawing ahead
US Mortgages | Negative rates convexity
More neutral on USD rates and swaption hedges
US rates | When doves cry
What government shutdown?
US debt | Estimating net Treasury supply for the rest of the year
Did we get under their skin or inside their heads?
FOMC | Keywords, phrases & narratives
Prices moves shape perceptions of reality