Inflation | Can machine learning improve forecasting?
A brief review of the recent academic literature
US Economy | The only sign of a recession
NYC high-end escorts complain of a sharp slowdown in business
Podcasts | Bill Gross | Bond yields | Amundi & BlackRock caught offside
Why we to cover podcast interviewers and what the former Bond King thinks about US Treasuries
Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures
Will consumer spending Slow to push up savings as excess COVID savings goes away?.. Nope…
Argentina | Income Tax in the Upside Down
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Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx)
A confluence of positive market catalysts with increasing probability coming together.
BoE | GS Econ | Rosenberg | Relentless bears
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US payrolls | What to focus on. Who to anchor on.
A brief comment ahead of the US jobs numbers
SOM | Best Long And Short Trades–2023 Q4
China Is Becoming Japan With A Baby Bust, A Property Bust, And Deflation
LK-99 | US stocks, rates & inflation
Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator