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
US Economy | Inflation | Thoughts & outlook
Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers
Alan Brazil | US Mortgages | Falling excess savings, a red herring
Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Falling excess savings is a red herring, consumers will continue to spend
Review | Inflation Expectations & Asset Returns
A review of the academic literature on formation of inflation expectations