8 Comments

Super analysis Alf!

Mike- Manhattan

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Excellent

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Nice overview of the U.S. monetary policy outlook with emphasis on the driver of the neutral rate.

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I hope you're doing great, Gianluca - your research remains outstanding!

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Thanks! That is too nice: more importantly congratulations on the launch of your new hedge fund! Wishing you great success

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Hey man i just subscribed to Steno Signals because he is on Substack and it’s much easier for me to manage my information on one platform.

I cancelled Real Vision because Raul has become a bit of a cult and i just want the data. I also think some of content lacks depth.

Love your work and if i could get your info here on Substack as opposed to your web site i would buy a subscription for sure.

I just cancelled Peter Brandt. Not because i don’t like his content (although he is a bit cryptic), but because it’s just easier to use Substack.

Food for thought.

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Great piece, thanks!

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Thanks

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