Financial markets may see a three-month series of inflation readings of 8.8% starting next week, adding to the “bad news”

The most knowledgeable financial market inflation traders expect a series of annual key consumer price readings in the US of approximately 8.8% over the next three months, starting with the August 10 release of July data. While such readings will be lower than in June 9.1% reading Supporting the theory that inflation may have peaked … Read more

As Twitter rethinks its footprint in San Francisco, a bigger $9 billion question hangs over the city’s office market

Twitter Inc. developed Its large San Francisco office footprint is under review for downsizing on Wednesday, and it canceled the opening of an office in Oakland, California, a person familiar with the matter said. This move casts a shadow over the future of social media Stylish headquarters in San Franciscoa 1.1 million square foot memorial … Read more

What does the Fed’s “pivot” mean to markets, according to JPMorgan

Slowing economic growth and a weak labor market could allow the Federal Reserve to turn around, peaking the US dollar as inflation stabilizes, according to strategists at JPMorgan. “The deterioration in the growth policy swap seen so far this year, on both sides will change as we move through the second half,” JPMorgan strategists led … Read more

This robot-driven macro box outperforms its peers. Here’s the good and bad news for the markets.

The Dynamic Global Deuterium Allocation Fund is what fund managers like to say is a glass box, not a black box. It is built on a macroeconomic model that predicts a range of economic variables across multiple countries, and is then combined with separate models of central bank policy, market assessment, and price trends. What … Read more