LK-99 | US stocks, rates & inflation
Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator
Hatzius on US economy & rates | Alan Brazil on US stocks | Feynman on Manhattan Project
The latest views from Goldman’s chief economist on the US economy and interest rates. Alan Brail on why he’s (still) short US equities. Richard Feynman lecture on his time at Los Alamos working on the Manhattan Project
US CPI | Team Harvard & Goldman win again
Jason Furman of Harvard notes erroneous Cleveland Fed nowcasting we previously mentioned.
US CPI | 4 scenarios & probability estimates
We consider 4 possible outcomes for the June (2023) CPI number, together with our estimated probabilities and expected market impact. Downside inflation surprised more likely.
US recession | Inflation | Krugman does it again
Once again Paul Krugman uses alternative semi-annual inflation measures to argue his case.
De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
US economy | How did Volcker kill inflation?
Alan Blinder asked Paul Volcker how monetary policy broke back of the 1970/80s US inflation surge. Is more QT appropriate if inflation doesn’t come down?
US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
US economy | The (real) experts worth following
Who are the real experts on the US economy that also called it right?