PPI | The forgotten inflation measure
We were blind sided by that one
US Inflation | What’s next for bond yields?
Fed policy expectations changing, but economic forecasts are not
US Inflation | Rising Health Care Costs | Summers
Sky rocketing health care costs for middle-aged voters
Is the Fed politicized? | Russia-Ukraine
Is the market ahead, or are they behind? A change of military strategy for Ukraine
Fed vs Goldman outlook | Is monetary policy effective?
Codifying analyst capitulations. Two likely scenario: economics or statistics?
Fed QT | AMD
Morgan Stanley & Google hallucinations
US Jobs | JOLTS & ECI wage inflation
The evolution of job openings and wage inflation
US Inflation | PCE inflation preview
Recessionistas need a weak PCE print to stay in the trade
AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis
GSWM outlook 2024 | Are US equities expensive?
How did they do in 2023? US preeminence is still the theme