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Fed, ECB, BoE, dot plots, curve and policy expectations.
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Nvidia’s wall of worry
The stock’s price-earnings multiple has fallen dramatically, which suggests investors aren’t convinced that the company can keep delivering blockbuster results. Even with AI stocks roaring again this week, as we noted yesterday, plenty of worries remain.
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A contentious meeting
Renewed tensions in the Middle East, an AI-driven demand boom and new tariffs from the Trump administration are making this week’s Fed rate decision a close — and contentious — call.
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Should the Fed Hike?
Today's post runs through key metrics on whether the Fed should hike - it should not! Robin J Brooks Jul 11
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Golden era of carry trades
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Washington Goes To Fannie Mae & Freddie Mac
The Ugly, the Bad & the Good that Investors Need to Know Michael Burry