covid-19 There's Reason to be Optimistic About the COVID-19 War As much as I believe in an immediate national shutdown for 30-45 days with a complete economic backstop, that appears unlikely for now. America is not an autocracy, it is
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
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
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
federal reserve "Often Wrong, Never in Doubt" Stan Druckenmiller’s Economic Club Speech – Part 1 The statement “often wrong, never in doubt” from famed investor Stanley Druckenmiller got a good laugh from the
federal reserve Is the Fed Really Data-Driven? Markets are 65% certain of a rate-cut by year-end. Are they right? This morning, the Bureau of Economic Analysis in the U.S. Commerce Department released its Personal Consumption Expenditures
