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.
ECB | Constâncio | MS Wilson | BoE
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens
Google BARD | A list of BBC male presenters
We ask Google BARD for a list of male BBC presenters. What’s the latest with Crispin Odey?
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?
AI Chips | AMD | Google TPUs
Google may be Amazon and Microsoft on cloud services, but far ahead on AI chips. New generation AMD AI processors are creating a buzz within the industry.
Silicon Chip VCs | Sandhill Road & Tech tourists
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