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
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