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
Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
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.
US Bancorp | GS Marcus | PIMCO MM fund
Lessons from Goldman Sachs Marcus woes and banking regulation.
De-dollarization | Changing nexus in commodity prices?
A recent BIS paper looks at the change in correlation between commodity prices and the US dollar. We evaluate whether this shift in paradigm is temporary or permanent.
US intel leak | Markets | GSWMChatGPT
Become a member to read the rest of this article
US Banks | How much deposit outflows to expect?
We estimate another $400-500 billion of despots will leave the US bank over the next year.