[FX . Matrix] | AUD/CAD | Signal scrambling
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Spotting inconsistencies in cross-currency pair trades
US Jobs | Runs Out, Guns Out
When outcomes are within the realm of expectations
Rates-Equity Delinkage | Israel-Hamas | SoftBank

Have bond yield-equity market expectations shifted too far?
SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight

Macro & bootstrapping, market rules of grammar
Part 1 | Reports of its death are greatly exaggerated

The first in a two part review of the US housing market
Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI

The most likely outcomes to anchor investment outlook in 2024
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.