Grifols | ChatGPT On PPI
Give us reasons for why PPI was lower than official figures
PPI | The forgotten inflation measure
We were blind sided by that one
ARK | Nvidia | Robinhood | US Inflation
Are retail investors driving up Nvidia stock price? Is a correction near?
US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
Macro trades | Bad fundamentals, or poor timing and execution?
Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not necessarily signal fundamental flaws;… Become a member to read the rest of this article Username […]
US Inflation | What’s next for bond yields?
Fed policy expectations changing, but economic forecasts are not
Goldman Sachs | DJ D-Sol is at it again
Still defying his own experts without much to back his views… sigh!
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
The Return Of The 70s Stagflation: Low Growth, High Inflation
Will current fed hikes to tame inflation mean stagflation as it did in the 70s?