US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
Big Tech Insiders | Credit Inflows | Moscow Attacks
Tech CEOs know best about their stock return prospects
FOMC | Merlyn proposed plan for Telecom Italia
The usual FOMC post-mortem and Merlyn Advisors’ plans for TIM
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
PPI | The forgotten inflation measure
We were blind sided by that one
AI | A local peak in tech boom?
Morgan Stanley believe in AI… after a 30% rally in US equities
US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
AMD CTO | Alan Brazil | Part 4 – What Happens Next In Housing, Inflation And The Economy
Interview with AMD CTO. Part 4 of Alan Brazil’s recent series on the US economy
Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
Macro trades | Bad fundamentals, or poor timing and execution?
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