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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Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace

NATO’s Stoltenberg top aid lets it slip. Finland’s Soviet invasion in 1940
Maguire vs. Wilson

Who can erode the most value?
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
Galeotti | Russia-Ukraine | Prigozhin-Putin | Tooze
What next for Putin after Prigozhin’s sudden death. We present a few perspectives from Russia experts
Duffie | US Treasuries | CBDCs | PayPal stablecoin

How Darrell Duffie’s Jackson Hole paper on US Treasury markets ties in with Central Bank Digital Currencies
NVIDIA | More on who is buying all the GPUs? And why?

We share some of your thoughts as to what’s driving the NVIDIA GPU order book
Autogen AI | Write us a report on NVIDIA’s latest earnings release
We examine the lack of differentiation in Wall Street analysts’ NVIDIA Q2 earnings commentary which may be readily replicated by Google BARD.