US Economy | Half-Time Score | Trade Signals
Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Iran | ICC | China-Russia | UST | MSWM | Bitcoin | GME
Morgan Stanley’s big bet on Bitcoin and a roundup of key global events
Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini
A quick comment on US CPI, retail trading patterns and fund flow data
FT’s Wolf on BoE & Inflation | Part 1: Best Sources on Middle East Politics
Who to follow on Middle East politics, how and why
Digital Inflation | Keynes & Keynes on ‘Useful’ Economists
Tracking digital services inflation. Making economists more useful
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
Big Tech Insiders | Credit Inflows | Moscow Attacks
Tech CEOs know best about their stock return prospects
FOMC | Merlyn proposed plan for Telecom Italia
The usual FOMC post-mortem and Merlyn Advisors’ plans for TIM
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