NFP | Where’s the US economic data pointing to?
Recent US economic data is undeniably strong. Investment outlooks are probably yet to reflect these developments.
USA CDS | US banks | Armageddon bets
Positions that benefit from a rapid appreciation in German Bunds may be better than purchasing USA CDS.
Bloomberg | FOMC | Debt ceiling
Two Democrat senators to side with Republicans on debt ceiling talks.
Phillips curve | FRC | FDIC | JP Morgan
A quick look at the JPM/FDIC/FRC deal. John Hussman on Phillips curves and false investment narratives.
CPI Summary | ChatGPT | Google AI
We attempted to teach ChatGPT4 about the relationship between stock and bonds.
Money Markets | Banking Crisis
The lead generation product of the asset management industry.
Fed Balance Sheet | What’s this thing?
Who drew on the full $60 billion allotment of the FIMA facility?
Banking turmoil | Is it over?
Deposit guarantees won’t necessarily stop banks from failing. Here’s why…
FOMC | ‘Hold my beer’ bets
Is it safe to come out now? Probably not.
Tarullo | Bank capital and Treasury market
Can you guess the next limping gazelle?