What If?Listen now | Inflation is becoming stickier and the Fed needs to bite and not only growl?
A Mistaken Attempt at Being DovishListen now | An attempt which turned into a communication mistake.
The Name is Spread. Credit Spread.Listen now | A Bond Market 101 Series article.
The Macro Vigilantes Are Waking UpListen now | ...and watch out, we have a big news this week!
The Money Printer is Out of OrderListen now | An update of my macro models and a cross-asset view for Q2
China: To Invest or Not To Invest?Listen now | The new common prosperity: a bit more common, a bit less prosperity.
Yes, But Which Yield Curve?Listen now | A Bond Market 101 Series article.
The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?Listen now | Better make sure you are!
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The Macro Compass