US equities | Big bear capitulates
![US equities | Big bear capitulates 1 US equities | Big bear capitulates | Speevr](https://speevr.com/wp-content/uploads/2023/07/4aa7d206-93bd-bf91-2c7c-c3b59b967315-1024x700.jpg)
Mike Wilson of Morgan Stanley and Marko Kolanovic at JP Morgan both capitulate on shorts… finally!
US equities | Why are stocks up again?
![US equities | Why are stocks up again? 2 US equities | Why are stocks up again? | Speevr](https://speevr.com/wp-content/uploads/2023/07/SPX_2023-07-19_14-43-18-1024x622.png)
What makes a ‘good’ market contra-indicator? S&P 500 re-enters overbought territory
China stimulus | Rising SST | LinkedIn jobs | AI supremacy
![China stimulus | Rising SST | LinkedIn jobs | AI supremacy 3 China stimulus | Rising SST | LinkedIn jobs | AI supremacy | Speevr](https://speevr.com/wp-content/uploads/2023/07/linkedin-jolts.png)
Hindsight analysts once again prove as useful as Anne Frank’s drum kit. This time with a less silly investment thesis. LinkedIn labor market data. China stimulus. Econ 101 exam. Trader’s classification revisited.
US equities | Who called it right (so far) this year
![US equities | Who called it right (so far) this year 4 Goldman Sachs logo](https://speevr.com/wp-content/uploads/2021/11/191-1913390_goldman-sachs-logo-black-and-white-goldman-sachs-1-e1637710785238.jpg)
How would you do in an Econ 101 exam today? Brett Nelson and team at GSWM made the most accurate forecasts for 2023.
Inflation | Settling the transitory vs. non-transitory debate
No degree in Economics is required to know inflation tends to mean-revert
Market outlook | Superforecasters vs. Domain Experts
![Market outlook | Superforecasters vs. Domain Experts 5 Market outlook | Superforecasters vs. Domain Experts | Speevr](https://speevr.com/wp-content/uploads/2023/07/SPX_2023-07-14_11-41-15-1024x622.png)
A near miss avoided again. Anticipating the next excuse by trapped shorts
US CPI | Team Harvard & Goldman win again
Jason Furman of Harvard notes erroneous Cleveland Fed nowcasting we previously mentioned.
US CPI | 4 scenarios & probability estimates
We consider 4 possible outcomes for the June (2023) CPI number, together with our estimated probabilities and expected market impact. Downside inflation surprised more likely.
US recession | Inflation | Krugman does it again
![US recession | Inflation | Krugman does it again 6 US recession | Inflation | Krugman does it again | Speevr](https://speevr.com/wp-content/uploads/2023/07/krugman110723_5-jumbo.png)
Once again Paul Krugman uses alternative semi-annual inflation measures to argue his case.
ECB | Constâncio | MS Wilson | BoE
![ECB | Constâncio | MS Wilson | BoE 7 ECB | Constâncio | MS Wilson | BoE | Speevr](https://speevr.com/wp-content/uploads/2023/07/vitor-constancio-1024x682.jpeg)
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens