US Fed Board nominees, UK economic policy leaders, SEC money market fund capital rules, and the NBER’s July Institute Kim Wallace July 9, 2023 2:55 PM
Payroll Data Consistent with Low Recession Risk and Further Risk-On Gains. High Conviction Calls Still Dependent on Unknowable Data Dennis DeBusschere July 9, 2023 1:51 PM
Quant Market Diagnostics: LightGBM Portfolios Sector & Factor Trend Dennis DeBusschere & Brian Herlihy July 7, 2023 2:28 PM
It is hard to score the employment report confidently in terms of beat or miss, but it can be fit into the 2-Stage Disinflation thesis Gerard MacDonell July 7, 2023 12:14 PM
