Jackson Hole | Yield Curve | US Election
Brief comment on Jackson Hole and yield curves
Markets | Where Were We Before The Panic?
A test of personal temperament over experience
US Economy | Recession Risk Is Overstated
Bet on the US consumer, recession risk Is overstated
Yen Carry-Out | US Election | Middle East | Monkey Business
Topped and tailed carry-out trade. Harris now favorite to win in betting markets
Iran-Israel | Sahm Rule Again
A catalogue of failed policies and repeat mistakes…
US Jobs | BTPs | Current Views Appraisal/Update
Calling the market right, but for the wrong reasons
FOMC | Hamas | Iran | Sahm Rule | US polls
The Fed rumor mill and Sahm rule concerns
S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues
After the rally, S&P 500 still looks a little cheap if earnings growth continues
“AI Bubbles” | US Economy & Election Polls
AI/Big Tech sell-off to last? Polling nightmares and uncertainty for Republicans
US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks