Fed vs Goldman outlook | Is monetary policy effective?
Codifying analyst capitulations. Two likely scenario: economics or statistics?
Alan Brazil | US-Iran strikes | QT, Jobs & Inflation
Alan’s latest views on US Housing, and recent economic data
Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing
Housing steepens the curve in a soft landing, Fed steepens it in a hard landing
Fed QT | AMD
Morgan Stanley & Google hallucinations
US Jobs | JOLTS & ECI wage inflation
The evolution of job openings and wage inflation
Klopp exit | From Wall Street to Silicon Valley
Where is Jan off to next? Glass half full people
US Inflation | PCE inflation preview
Recessionistas need a weak PCE print to stay in the trade
AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis
GSWM outlook 2024 | Are US equities expensive?
How did they do in 2023? US preeminence is still the theme
Grifols | Beveridge Curve open-sourced | Wilson contra-contras
We open sourced it to nuclear researchers. Grifols’ troubles continue and market contra-contras