Interest Rates: Higher for Not Much Longer? w/ Andreas Steno
Markets are convinced that a cutting cycle for all central banks will soon occur.
Will quantitative tightening end earlier than projected, possibly triggering a reversal...
Fed’s Favorite Inflation Gauge Cools More Than Expected, Cementing Rate Cut Expectations For 2024
The Federal Reserve’s preferred inflation gauge, measured by the Personal Consumption Expenditure (PCE) index, continues to cool down, fueling expectations of interest rate cuts in...
One year on…
Hard as it is to imagine, tomorrow marks the first anniversary of the commercial launch of ChatGPT. For many (including your author), using it...
Business Cycle Rotation Part 4
In the first three installments we described an exercise utilizing the long term momentum in asset classes, the relationship between those classes and the...
What’s on Tap Weekly Calendar: Dec. 25 – 29, 2023
Monday December 25thÂ
Economic Calendar:Â
      Stock Markets Closed for Holiday
      No Fed speakers scheduled this week.
     No earnings scheduled for this week.
Tuesday December 26th
Economic Calendar:Â
      7:45 AM ET                  ICSC...
