What To Focus on in Europe This Week – A Futile Russia-Ukraine Meeting and Upcoming Elections in Poland and Romania Jacob Funk Kirkegaard May 16, 2025 9:20 PM
22V Afternoon Shoot Around: USD Headwinds, Powell’s Speech, and Technical Webinar Dennis DeBusschere May 16, 2025 1:59 PM
It is not reasonable to describe inflation expectations as anchored Gerard MacDonell May 16, 2025 12:13 PM
Neutral Estimates Will Keep Drifting Higher + Rates Vol is Structurally Elevated Peter Williams May 16, 2025 10:24 AM
Be Careful Pressing Lower 1-yr Yield Positions While the Consumer Remains Strong + a Longer-Term USD Headwinds Dennis DeBusschere May 16, 2025 8:38 AM
The retail trade report is mostly a reminder to do some perfunctory updating of the real PCE trend Gerard MacDonell May 15, 2025 12:44 PM
