Alan Brazil | AI Generated FOMC Statement
How did our AI generated FOMC statement compare? US bond yields running fast to stand still
Treasury basis trade | Krugman fights back
We examine drivers of the US Treasury basis trade and potential market catalysts. Paul Krugman responds to critics on inflation.
FT Survey | Academic Economists See More Fed Hikes Ahead
More credible than Wall Street economists?
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…
Maguire vs. Wilson
Who can erode the most value?
SOM | Best Long And Short Trades–2023 Q4
China Is Becoming Japan With A Baby Bust, A Property Bust, And Deflation
Quick market comment | Aug 18th, 2023
A quick market signal and clarification on a previous update.
China stimulus | Morgan Stanley | About us
We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do
REVIEW: SOM Macro Stategies | Alan Brazil
We review SOM Macro research by Alan Brazil