Everyone at the rehearsal dinner when Leopold walks in
Профиль
Lou Mannheim
Профиль VivelyCIO of the cookie cabinet. Not Jon Hamm. Wants to be Lou Mannheim. Probably needs coffee.
"What I have heard from across the Fourth Federal Reserve District reinforces this view: Businesses describe pricing pressures as broadening rather than fading" www.clevelandfed.org/collections/...
The market is used to a professor. Not a politician.
Michael DerbyJ.P. Morgan’s Feroli on Fed chair Warsh’s presser: “It's hard to know what to make of Warsh’s remarks, which involved a lot of well-turned phrases but little in the way of a coherent macro view.”
30yr REAL treasury yields at multi-decade high (courtesy of the wonderful and talented @jc-econ.bsky.social)
Great article about China oil demand in WSJ today. This is the reason that oil didnt go to $200. www.wsj.com/business/ene...
Me today until 2pm...