SOM | Five Reasons Why 10-year Yields Move Above 5%
Best Long And Short Strategies 2024Q2
US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
Macro trades | Bad fundamentals, or poor timing and execution?
Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not necessarily signal fundamental flaws;… Become a member to read the rest of this article Username […]
US Inflation | What’s next for bond yields?
Fed policy expectations changing, but economic forecasts are not
Goldman Sachs | DJ D-Sol is at it again
Still defying his own experts without much to back his views… sigh!
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
US Inflation | Rising Health Care Costs | Summers
Sky rocketing health care costs for middle-aged voters