Hatzius (Klopp) | Sahm | Sentiment & AI productivity
Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon
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
Hizbollah | US Jobs | What Makes A Good Trade?
What makes a good trade? Empty words all round
US Economy | Inflation | Thoughts & outlook
Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers
US economy | Amundi | Talking gibberish
Confusing the AI with alternative facts
NFP | CIA analysts training for cognitive bias
How CIA analysts reduce cognitive biases in their work