US housing | Rents back on the rise
New report shows average rents +3.2% YoY
US Jobs | Payrolls comment and sentiment
Summary of discussions with investors
Argentina | Chainsaw Challenges
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AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard
What next for Ukraine? BoE tests BB inflation model.
Argentina | Milei Promises Pro-market Policies… Can He Deliver?
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Argentina | Milei: big hopes, big challenges
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Hatzius (Klopp) | Sahm | Sentiment & AI productivity
Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon
Market Overview And Trades
Well, I am sure most of you have had time to digest the year-ahead pieces by Wall Street firms. All these pieces attempt to contextualize the recent slowdown in world economic growth and what that means for growth and asset values in 2024.
US Economy | Sahm Rule | A better recession indicator?
We a give brief background introduction to the Sahm Rule and examine whether claims of superior predictive powers in forecasting a recession are well founded
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows