Inflation | Can machine learning improve forecasting?
A brief review of the recent academic literature
US Economy | The only sign of a recession
NYC high-end escorts complain of a sharp slowdown in business
Podcasts | Bill Gross | Bond yields | Amundi & BlackRock caught offside
Why we to cover podcast interviewers and what the former Bond King thinks about US Treasuries
Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures
Will consumer spending Slow to push up savings as excess COVID savings goes away?.. Nope…
Argentina | Income Tax in the Upside Down
Download Editorial: Income Tax in the Upside Down Argentina’s terrible application of the personal income tax is impressive. Last week it was YPF employees and now Massa is doubling the bet with a proposal to eliminate the income tax. This makes no sense from an economic p… Become a member to read the rest […]
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
Now that everyone is back from “Raining Man” with minds intact from the psychedelic trips, let’s get to it… Bailey banking BoE independence on inflation Bank of England (BoE) Governor, Andrew Bailey, has made assertive statements about the future trajectory of … Become a member to read the rest of this article
EconViews Base Scenario- August 2023
Download Dear clients and friends, We share with you our report “Base Scenario Econviews” that includes projections of the main macroeconomic variables until 2025. We hope you find it useful. For questions or comments about this report, please contact Andrés Borenst… Become a member to read the rest of this article
Argentina | 80s Inflation Returns
Download Editorial: 80s Inflation Returns Argentina returns to the 80s in terms of inflation. The numbers for August are going to show something close to 12% per month and September is not looking much better. Perhaps there may be some slowdown in October. But we ent… Become a member to read the rest of […]
US payrolls | What to focus on. Who to anchor on.
A brief comment ahead of the US jobs numbers