Tristan's Real-Time Research Feed

Plans & allocations ...

Published by Tristan's Real-Time Research Feed

January 30th, 2023

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West End ...

Published by Tristan's Real-Time Research Feed

January 30th, 2023

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Is this where the problems will show up??

Published by Tristan's Real-Time Research Feed

January 27th, 2023

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US GDP & rate forecasts ...

Published by Tristan's Real-Time Research Feed

January 27th, 2023

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Check out that Nomura rate forecast ...

Efficiency ...

Published by Tristan's Real-Time Research Feed

January 27th, 2023

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Good news on CPI for EZ!

Published by Tristan's Real-Time Research Feed

January 26th, 2023

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The roll over in wholesale energy costs will initially make a difference but the spike we saw in goods and services prices over the last 12 months will take time to fade ... so we should probably assume that the ECB will keep tightening until these price effects fall away ....

Tight money and fading CPI pressure significantly increases the probability of the yield curve inverting ... and lower 5-10yr finance costs ...