Fade CB Rate Hikes
2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes
TRADE SIGNAL | U.S. Rates | El-Niño/La-Niña Recessions
Summer’s approaching—the annual recessionistas are awakening
Spectra Markets | Japan Fiscal | Yen Intervention
Blanchard multi-year fiscal framework proposal for Japan
Growth Strategy Council shows Takaichi’s vision taking shape
Increasingly focused on physical AI – boosted by the defense sector
Inflation fears could take precedence as BOJ eyes stagflation
3 BoJ members pushed for rate hike citing inflation risks
Oil Will Not Ignite 2021/22 inflation
Slowing Growth And Housing Affordability Will Drive The Fed
Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse?
Tech Companies Have Accelerated Their Investments In AI, Even Using Debt To Fund The Expansion
Assumability – Lower Mortgage Rates Means More Consumption (Part II)
Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
GSWM Outlook 2026 | US Resilience Resilient
US resilience remains intact in the face of considerable internal and external challenges
Buying $200bn of MBS Will Not Solve Affordability
Like Tears In The Rain