Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI
The most likely outcomes to anchor investment outlook in 2024
US housing | Rents back on the rise
New report shows average rents +3.2% YoY
US Jobs | Payrolls comment and sentiment
Summary of discussions with investors
Argentina | Chainsaw Challenges
Download Editorial: Chainsaw Challenges Most economists (including those of us at Econviews) believe that fiscal adjustment is a necessary condition to stabilize the economy. That is to say, Javier Milei has the correct diagnosis. The chainsaw analogy he used in the campai… Become a member to read the rest of this article Username or […]
AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard
What next for Ukraine? BoE tests BB inflation model.
Argentina | Milei Promises Pro-market Policies… Can He Deliver?
Download Editorial: Milei Promises Pro-market Policies… Can He Deliver? Finally it’s Milei, hope won over fear and the vote was for change. But the path facing the economy is complex. We are not going to travel on a highway, on the contrary, it is a winding road, bogged … Become a member to read […]
Argentina | Milei: big hopes, big challenges
Download Milei has been elected with roughly 56% of the popular vote, which means that he has a strong mandate to go ahead with his plan for stabilization and structural reforms. On the other hand, he has a small representation in Congress, including only seven senators out o… Become a member to read the […]
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