Best papers on inflation | Blowhard Zervos
We review the best papers written on inflation over past year and unmask another Wall Street analyst who exudes confidence but lack quality.
FT | Economist | Editorial | DB | Debt ceiling & more

FT and Economist editors show how the pros do it. How Deutsche used repo to mask liquidity risk in March. Kissinger of China, and more
Debt ceiling | Evaluating probabilities & risk
We perform a very simple probabilistic scenario analysis to estimate ex-post S&P 500 trade ranges.
Debt ceiling | The difficult part is done

According to Politico an agreement was reached on the most challenging bits of a debt dea.
US Economy | Useful Bernanke & Blanchard paper

A novel, yet simple and elegant, model explaining US inflation by two heavyweight economists—Ben Bernanke and Olivier Blanchard
Kosovo-Serbia | US banks & economy | AI trading

A brief look at Kosovo-Serbia relations and US foreign policy in Western Balkans. ChatGPT in trading. US economic outlook. Regional vs Big banks.
Buy US Regional Banks—The Meltdown Is Overdone
Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
Russia-Ukraine | CRE: a dreaded topic

A growing consensus forming that today marks the start of the Ukraine spring counteroffensive operations. An overview of the CRE market, similarities and key differences with subprime crisis.
Debt ceiling poll | Who loses most with voters?
A recent Washington Post-ABC News poll shows the majority of US voters think debt ceiling should be dealt separately from the budget. The polls are similar to the 2011 debt ceiling standoff.
MS | Wilson | A Harry Maguire like season

Become a member to read the rest of this article