2025.02.10 Weekly
Higher vol regime ahead
Higher vol regime ahead
Trump 1.0 ≠ 2.0
Inflation pressures are back
Top
Goods news is bad news innit
Tightening II
Truly exceptional
Have yourself a hawkish little xmas
Disinflation is Joever
Better late than never
Seasonal contrarian
Unwinding (some) Exceptionalisms/Trumpisms