US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks
US/French Election | Heuristics | Critical Thinking
Which industry has the best analysts? US/French election poll comments/feedback
French Election | Polling Errors | Euro 2024
Why the miss in polls? Finance guy’s date with a tree
Paul Tucker | Credit Suisse Failure & LOLR
Credit Suisse failure exposes key weakness in Swiss banking regulation
France Election | Potential Poll Surprises
Quick take on France legislative election polls and potential surprises
US Election | Polling Errors, Bias & Forecasting
Are polls biased against Trump? Dusting off our 2020 ‘model’ to forecast 2024 results. Germany go through
Ozempic Pregnancies | US Election Polls | Iran
Nate Silver US election model review. Women on Ozempic and contraceptives becoming pregnant. Hats & turbans in the ring for Iran election
Euro 2024 | Time To Back The Germans
Germans most impressive so far. England overrated as usual. Scotland the most fun
Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Eurozone | Banks hit as peripheral spreads continue to leak wider
Keep pressing on the pressure point and Super Mario may return