Macro Insights & Market Analysis

Who will be caught falling asleep at the wheel during the longest yield curve inversion in modern US history? Highlights We have to work hard to overcome inherent cognitive biases and noise that exist within decision-making. What is it going to take for the curve to normalize and steepen back into positive territory? At some…

Let’s discuss decision-making and how the recent re-acceleration of inflation is a significant external factor that influences a powerful individual decision-maker. Highlights Inflation Re-accelerating (at least for now). Meanwhile, Core CPI has remained sticky and persistent only falling from +6.6% (September 2022) to +4.7 (July 2023). Headline CPI went from 9.1% (June 2022) to 3%…