Google BARD | Can you write an investment report?

We ask BARD LLM to help us draft an investment outlook report
Debt Ceiling | Russia-Ukraine | CS AT1/CDS | CIA Telegram Channel

Leaked documents reveal Wagner Group boss offered to rat on Russian army. CIA recruiting Russian spies on Telegram. Credit Suisse bondholders get a milestone victory in Swiss courts. Hedge funds push to trigger Credit Suisse default swaps.
Russia-Ukraine | CRE: a dreaded topic

A growing consensus forming that today marks the start of the Ukraine spring counteroffensive operations. An overview of the CRE market, similarities and key differences with subprime crisis.
Debt ceiling | To Bill Gross or de-gross portfolios?
We run though some scenarios to identify the most optimal course of action. Relative value and macro hedges are best avoided.
US CPI | Debt ceiling | Bill Gross trades

Economists’ inflation forecasts have been accurate for several months as data uncertainties have declined. What does former PIMCO CIO Bill Gross think?
MS | Wilson | A Harry Maguire like season

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NFP | Where’s the US economic data pointing to?
Recent US economic data is undeniably strong. Investment outlooks are probably yet to reflect these developments.
USA CDS | US banks | Armageddon bets

Positions that benefit from a rapid appreciation in German Bunds may be better than purchasing USA CDS.
Bloomberg | FOMC | Debt ceiling

Two Democrat senators to side with Republicans on debt ceiling talks.
Recession probabilities | MM flows | Regional banks

Are US stocks overvalued? We revise our 2023 recession probability estimates.