US Economy | Eurozone | Israel-Hamas
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A brief update on current themes and outlooks
US Inflation | Ellison & AI | BTP/Bund Spread
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Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes
Spectra Markets | NFP | Samh Rule | Nvidia
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Brent Donnelly on NFP, Kanas Fed and the Sahm Rule ‘mansplaining’
US Economy | Half-Time Score | Trade Signals
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Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Part 2: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini
GameStop & AMC shares fall. Is ChatGPT or Gemini better?
Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini
A quick comment on US CPI, retail trading patterns and fund flow data
PPI | The forgotten inflation measure
We were blind sided by that one
US Inflation | What’s next for bond yields?
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Fed policy expectations changing, but economic forecasts are not
US Inflation | Rising Health Care Costs | Summers
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Sky rocketing health care costs for middle-aged voters
Is the Fed politicized? | Russia-Ukraine
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Is the market ahead, or are they behind? A change of military strategy for Ukraine