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
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