china 2020 Outlook Entering year 4 of a 15-year private sector confidence cycle, expect a mixed bag for risk-on asset classes in a world weighed down by the continued miscalculations of public sector
deep learning Stocks and Bonds are Now Both Right - No Recession in Sight Expect Stocks to Make New Highs as the Economy Firms Up Recession fears are everywhere. The US-China trade war, Middle East violence, impeachment in DC, protests in Hong Kong, and
deep learning Odds Increase That the Fed Doesn't Cut Rates This Week Another FOMC decision is upon us. Expectations are for a 25 bps cut. Equity markets are near all-time highs and US economic data continues to be resilient. A communications embargo
china Congress Supports the Trade War, Even if You Don't Conventional wisdom is that Congress doesn’t support the trade war. Sentiment analysis of every member’s Twitter feeds paints a different picture. TL;DR: Congress is about
deep learning Optimism is on the Menu; A Recession is Not The yield curve has inverted, the trade war seems to be in early innings, and economic data is being revised downward. Forecasters are warning of a recession and even financial
deep learning Believe Me When I Say To You, I Hope You Love a Trade War Too! NLP Analysis of the President’s Tweets on Trade (With Some Inspiration From Russians by Sting) In Europe and America, There’s a growing feeling of hysteria. Markets are
artificial intelligence A Data-Driven Fed Wouldn't Cut Rates TL;DR on Fed Rate Cuts The Federal Reserve Open Market Committee (FOMC) announces its rate decision on Wednesday. A robust review of economic data does not support a rate
artificial intelligence Can Neural Networks Learn to FedSpeak? Deciphering FedSpeak1, the words and intentions of the Federal Reserve, has become a full-time job in financial markets and media. And markets have placed their bets leading up to the
artificial intelligence My Neural Network Bracket Loved Auburn All The Way to the Final Four Digging Deep [Learning] to Win March Madness I built a neural network to make my NCAA men’s tournament picks this year for my office pool. As of this writing,
