Sitemap - 2023 - The Key Signals Report
Follow R*: The Adoration Of The Jackson Hole Magi
The Advent Of Inconvenient Truths Reveals The Epiphany Of Coincidences
The Advent Of Inconvenient Truths
The US New New-Deal Cocktail: Half-Saltwater/Half-Freshwater, Shake Globally
Rational Exuberance: Mr. Market Re-correlates With @1990s
Say Cheers To A New Definition, Of Full Employment, And Pay With CBDC
BIS Horseshoe Loves Barbarous Relic
The Great Central Bank Distributed Currency Debasement Soft Drop
A New Definition Of Full Employment Would Be “No Surprise”
This “October Surprise” Is Consistent With That “September Surprise”
Modern Monetary Monopsony Theory (MMMT) Condenses Through Extended Forward Social Media Influence
The “September Surprise” Half-Life, Of Mr. Market’s Observed Truth, Reveals Core Macklem Doctrine
The “September Surprise” Is Not A Huge “Leap Of Faith”
The “’24 Leap Of Faith”, To IrrAItional Exuberance, Coming Out Of The Soft Landing At Jackson Hole
In Came The Soft Landing US “’24 Leap Of Faith” At Jackson Hole
Incoming Jackson Hole “’24 Leap Of Faith” To A US Soft Landing Election Victory
Expected Unintended Consequences
Regime Change(s) You Can Believe In
Fiscal Submission And Political Surrender To Them/They/Those Who Dare (sic)
“Holistic” US Fiscal Domination By The “Masters Of The Asset Class Universe”
Saving The ECB (And The Euro) By Way Of Fiscal Submission And Political Surrender
Sintra: Another Sunny Place For Shady Deals
Friend-Shoring Is Global, Charity Begins At Home, And Brimmer’s Law May Go Global At Sintra
AI-symmetric T-AI-lwinds Blowing From The Friend-Shored Co-AI-lition Of The Willing
The Longest Day Was The Day Before (sic)
Tightening Mon-AI-tary Policy Will Lead To A Pause In Monetary Policy Tightening
Towards A Lower R* By Way Of Financial Instability And Consolidation ….
Mr. Market Climbs The Wall Of Worry To The Hiroshima Process Summit ….
#Brimmer’s Law (3): The Modern Monetary Monopsony Theory (MMMT) Rule, Not The Exception…
#Brimmer’s Law (2): Don’t shoot the Central Banker, shoot his/her/their balance sheet …
#Fragmentation Spring: Shifting Paradigms, And Shifting Frameworks, For Shifty People ….
#Fragmentation Spring: The Paradigm That Shifted In “Speaker Pelosi’s Bottom” ….
Blind Flight To Safety (At Netscape Velocity): Hard Landing In the Rumsfeld Quadrant
Blind Flight To Safety (At Netscape Velocity): Softly Landing Central Bank Insolvency Becomes Hard
@Jay Powell @Netscape Velocity ….
Trust Is The Second Casualty Of War ….
All The Presidents’ Men: Bright Futures, Shady People and Murky Pasts ….
Beyond COVID Mean Reverts Back To Beyond Petroleum ….
Aggregate Demand Tips The Balance Of “Techno-Economic War” Risks
Davos’23: It is the Worst of Times It is the Best of Times For POTUS (and The Free World)
Charge of the Light Brigades: Into the Valley of Regime Change and Indo-Pacific Friend-Shores
Blind Flight To Safety : Softly Landing Central Bank Insolvency