Ehren Stanhope
@FactorInvestor
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Chief Investment Strategist and Co-Head of Investments. Researcher of Financial Markets https://t.co/V6c32YhRIG. Avid Reader. Proud New Orleanian. Father. Husband.
Connecticut, USA
Joined October 2009
This is an existential threat that every university/college board should be (is?) laser focused on…
Pretty interesting: Companies that have adopted AI aren't hiring fewer senior employees, but they have cut back on hiring juniors ones.
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The coming years will split companies into two groups: those that become AI-native and those left catching up. The innovators who harness AI now will define the winners of tomorrow. Follow me for strategic insights on leading through the AI revolution.
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It is increasingly clear foreign producers are not paying the tariffs. If they were, we'd see falling import prices in today's release (b/c they are reported pre-tariff). Import prices are instead continuing to rise.
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Just curious, who had on their bingo card at the beginning of the year that US would impose tariffs on EU that are greater than China? 🙃
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De-escalation. Rhetoric != Actions. Actions = signal, rhetoric = noise.
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Personal opinion, take it for what its worth. Anyone desiring to comment on China trade talks should read Kissinger's On China first. It puts all the posturing in historical context, none of the back and forth is surprising in content or tone.
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My former colleague and co-author @SteveMiran is getting a lot of attention - and criticism as in a WSJ oped today - for a paper he wrote last November where he discussed - among many other topics - a possible tax on US capital inflows into US Treasuries as a way to possibly
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Living with blindness or vision loss shouldn’t limit mobility. These riders say Waymo can help improve their independence.
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“The topline growth forecasts also increased today—standard model -2.4% to -1.6%, “gold adjusted” model -0.4% to 0.4%—as data from today’s labor market report came in stronger than the model was expecting based on the limited February data the model received prior to that
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The decline in DXY YTD (~6%) is a loosening of financial conditions that could become supportive of risk assets.
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When you dig into their model, which they post, its clearly an oversight of a component that normally has no impact. The statistical adjustment is exacerbating the impact suggesting a 32.6% ann increase in real imports (!) bc of a multi-standard deviation event from a small line
@EPBResearch You are missing an important point on the imports GDPNow is outright flawed as it includes gold imports as goods imports (because it uses the unadjusted import number). The actual GDP removes the sizable gold imports of late and rightly places it in financial flows . They should
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This chart that everyone is freaking out about... gold imports from Switzerland. It's a physical trading settlement anomaly.
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Given the administration’s policy transparency on fiscal spending cuts, deregulation, tariffs, energy independence, immigration and tax cuts, 10-year yields (nominal and real) serve as a proxy for the market’s belief in whether or not these things are net-net inflationary and/or
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Also note that the last few Treasury Note auctions have been poor.
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Going to be interesting to see how this plays out… curve needs to steepen a lot but they want long rates stable to control cost of capital and USD ascent. Going to be massive pressure on FOMC to lower front end rates despite economic data likely suggesting otherwise.
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Anybody else find it strange that every asset class EXCEPT for equities is responding logically to economic data?
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🚨 Actress Diane Keaton’s Cause of Death Revealed Read more
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https://t.co/MZmXTBBC2N Thrilled to announce that I’ll be taking the stage at CFA Institute LIVE 2025 this May! Join me 4-7 May in Chicago, visit the event website to learn more ➡️ https://t.co/csAvebP5ua
#CFAInstituteLive #CFAInstituteEvents
app.ingo.me
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