Thursday, January 25, 2024

with solid GDP feds are definitely not thinking of any cuts ...

so Mar is out ... do you see the irony here that .. people predict things and i refute them ...

& we run in the same cycle ...!

Tuesday, January 23, 2024

Feds are not going to cut rates in March ...

 lot of disappointments in economist community who have started counted as 6 cuts this year ..!

Friday, January 12, 2024

tale of two worlds ...

 Chinese economy is facing disinflation while US is still seeing rise in prices.

Thursday, January 11, 2024

10Y dropped under 5p ..

As French 10Y go higher than US ..! Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!