REVIEW: Econviews | Miguel Kiguel | Argentina

We examine a local view from Bueno Aires by Econviews
US CPI | Winning forecaster

The winner of our CPI forecasting survey. Crowded inflation narratives and bond yields. A difficult 30-year Treasury auction
REVIEW: SOM Macro Stategies | Alan Brazil

We review SOM Macro research by Alan Brazil
Higher For Longer– Sell-off In The Long-End Is Not Done
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US rates | Who called it right… and what next?
A roundup of where we stand, where we came from, and where we’re heading next
Hatzius on US economy & rates | Alan Brazil on US stocks | Feynman on Manhattan Project

The latest views from Goldman’s chief economist on the US economy and interest rates. Alan Brail on why he’s (still) short US equities. Richard Feynman lecture on his time at Los Alamos working on the Manhattan Project
BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech has delivered on the AI hype. Beware the US Treasury pain trade ahead.
Why I am Still Short US Equities
Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I’ve had a few of my clients questioning my sanity as well. So, why am I still short?
Quants | Hedge fund allocators | Research | Rising stocks & bond yields

An easy way to weed out stale silent shorts. Why are quant funds more successful than most discretionary managers. How to value high quality investment research.
NPCs | Wall Street non-player characters

The latest human-NPC character phenomenon has been around on Wall Street for many years