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December 16, 2022
The best meme I have seen on the recession priced in or not debate ? pic.twitter.com/pcLrhWS3zT — Andreas Steno Larsen (@AndreasSteno) December 12, 2022
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Quick Comments/What We’re Reading
December 15, 2022
Today's topics include the market isn't buying Powell's 'higher for longer', the Fed's summary of economic projections, understanding Fedspeak, could all the jobs gains be revised away?, poking holes at the pivot theories, Goldman bullish on commodities, and AI is coming for research jobs
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Cartoons
December 15, 2022
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Quick Comments/What We’re Reading
December 14, 2022
Today's topics include more on yesterday's CPI release, Timiraos on the Fed's path, interest rate regimes, the 2020s had their own version of 'irrational exuberance', a series break in China's Covid data, tech falls out of favor, quants outperforming this year, and Elon gives up title of world's richest
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Cartoons
December 14, 2022
Newsclips
Inflation Watch – A Light at the End of the Tunnel
December 13, 2022
CPI came in well below expectations again in November. Projecting where inflation will be in several months is an impossible task, but running through several scenarios offers some perspective.
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Quick Comments/What We’re Reading
December 13, 2022
Today's topics include what type of recession is coming?, big tech is now the obstacle, global trade surge, more options market chaos, VIX & S&P 500 moved in tandem yesterday, risks of upside inflation surprise, slower rising rates, yield curve signaling, China's reopening struggles, but surveys see optimism on China, and FTX founder sees charges...along with handcuffs
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Cartoons
December 13, 2022
Conference Calls
The Assumptions For 2023
December 12, 2022
A replay of our December 15, 2022 conference call
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Quick Comments/What We’re Reading
December 12, 2022
Today's topics include previewing tomorrow's CPI report, the market still hoping for a pivot..., ...and a soft landing, is a 2% inflation target still appropriate?, the jobs market, trading counterparty risk for liquidity risk, higher rates hurting banks?, more on China's Covid U-turn, container ships head to east coast, and Defi vs. Cefi
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Cartoons
December 12, 2022
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Quick Comments/What We’re Reading
December 9, 2022
Today's topics include some see gains, some see pain, investments leaving UK funds, can pensions keep being market winners?, the price of oil, inflation and investing: changes ahead, remote work & wage inflation, and crypto