Monday Morning Brief
AI Duration, Fed Reform and the Long End. The flawed target, benchmark and model. Bank equities are pointing to more constructive monetary policy in the US and Japan.
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy investment strategy
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Dovish Data
AI Duration, Fed Reform and the Long End. The flawed target, benchmark and model. Bank equities are pointing to more constructive monetary policy in the US and Japan.
Monday Morning Brief
Don't forget about bank regulatory policy, Chairman Warsh is doing just fine, the productivity cyclical versus secular debate and some asset allocation changes
Real Rate Relief
Don't forget about bank regulatory policy, Chairman Warsh is doing just fine, the productivity cyclical versus secular debate and some asset allocation changes
July Payroll Preview
We see ample evidence technology innovation adoption is leaving a disinflationary mark on the labor market.
Monday Morning Brief
The end of forward guidance is not adding volatility but removing deleterious volatility suppression and restoring normal market function.
Be the Ball
The end of forward guidance is not adding volatility but removing deleterious volatility suppression and restoring normal market function.
Monday Morning Brief
The markets are pushing rate hikes, and longer maturity real rates are at levels that are typically associated with equity market corrections.
Pop Quiz
The markets are pushing rate hikes, and longer maturity real rates are at levels that are typically associated with equity market corrections.
Monday Morning Brief
CPI disinflation, PCED is a mess, balance sheet accommodation, monetarism, is tech discounting decelerating AI capex?