FOMC | AI Generated FOMC Statement
Our AI generated FOMC statement for August
Argentina | FT-Booth survey breakdowns | Fed projections
Breakdown of academic economists’ projections. Argentina and tomorrow’s FOMC meeting
Market outlook | Where are we and how we got here
What would you do if given exclusive access to Fed communications ahead of others?
CBDCs on SWIFT | Krugmanomics—make it up as you go
Krugman at it again with his alt-ex inflation measures. SWIFT beta test the digital dollar
Inflation | Can machine learning improve forecasting?
A brief review of the recent academic literature
Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures
Will consumer spending Slow to push up savings as excess COVID savings goes away?.. Nope…
Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx)
A confluence of positive market catalysts with increasing probability coming together.
BoE | GS Econ | Rosenberg | Relentless bears
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US bond yields | Slow unraveling of a shaky investment thesis
That sinking feeling when the data was on your side but the market is not
US payrolls | What to focus on. Who to anchor on.
A brief comment ahead of the US jobs numbers