Thinking Through the Distribution: A Fed Base Case and Three Risk Scenarios Peter Williams November 15, 2023 8:58 AM
Quant Market in Numbers: Monitoring and Positioning for Higher Soft Landing Odds Dennis DeBusschere & Brian Herlihy November 15, 2023 8:23 AM
Weak CPI Reading Challenging the Sticky High Inflation Narrative + Earnings Season Wrap Up Dennis DeBusschere November 15, 2023 7:53 AM
The CPI maps to a friendly deflator, as I suppose you can infer from the price action Gerard MacDonell November 14, 2023 4:31 PM
The Biden-Xi meeting is important for managing risks, though concrete outcomes will be elusive Kim Wallace, Michael Hirson, Sandra Namoos November 14, 2023 4:25 PM