SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight
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Macro & bootstrapping, market rules of grammar
Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI
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The most likely outcomes to anchor investment outlook in 2024
US housing | Rents back on the rise
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New report shows average rents +3.2% YoY
US Jobs | Payrolls comment and sentiment
Summary of discussions with investors
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?
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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?
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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
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Confusing the AI with alternative facts
NFP | CIA analysts training for cognitive bias
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How CIA analysts reduce cognitive biases in their work