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Portfolio Watch: NVDA or Bust?

Portfolio Watch: NVDA or Bust?

US tech has been our saving grace, and we’re reaching a point where it’s legitimate to ask if there’s any point in doing anything other than buying NVDA?

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USD Inflation Watch: Softer than recently seen – May back in play!

CPI Nugget: Kiss your 2% target goodbye, Powell?

We are growing increasingly convinced that we will not see a single print of 2% or lower in the US CPI in this cycle. Despite a cyclical de-acceleration, the sticky components keep the CPI too high and beneath the hood cyclicality is returning.

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UK CPI Watch – A deflationary shock?

UK CPI Watch – A deflationary shock?

Markets are expecting a re-acceleration in November’s inflation number tomorrow with expectations at 0.1% vs 0.0% in October. What do our models tell us, and what should we expect? Our thoughts and findings here.

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Japan Watch: Time to care about the BoJ again!

Japan Watch: Time to care about the BoJ again!

The BoJ will have to revise the inflation forecasts UP again later this month ultimately signaling that inflation will be above 2% for the next two years. Global bond markets should start to care about the BoJ again!

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