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
US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes
Are US rates markets overly optimistic about Fed rate cuts?
Best Long & Short Strategies 2024Q1
Best Long & Short Strategies 2024Q1
Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT
Everything from current affairs to markets in this update
US CPI preview | Grifols take gloves off
What we’re looking for in the inflation data