If CEOs Are Right, Things Can Only Get Better For US Earnings' But..

zerohedge.com If CEOs Are Right, Things Can Only Get Better For US Earnings' But... Authored by Simon White, Bloomberg macro strategist, After Nvidia’s earnings beat on Wednesday, rising…

Red Or Blue, Rich Or Poor

zerohedge.com Red Or Blue, Rich Or Poor — Recessions Don't Care Authored by Simon White, Bloomberg macro strategist, Political affiliation and wealth, it’s speculated, are making a…

Global Bond Market On Verge Of Selloff As Commodities Reawaken

zerohedge.com Global Bond Market On Verge Of Selloff As Commodities Reawaken Authored by Simon White, Bloomberg macro strategist, Aggregate bond indices are up in most countries on an…

Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy

zerohedge.com Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy Almost two months ago, we highlighted what we called at the time 'The Next AI Trade' - that in…

Is US Copper Sowing The Seeds Of Its Own Return To Earth?

zerohedge.com Is US Copper Sowing The Seeds Of Its Own Return To Earth? Authored by Simon White, Bloomberg macro strategist, Copper’s recent rally has been most pronounced in the US,…

Welcome To LaLa Land As Market Jettisons Tail Risks

zerohedge.com Welcome To LaLa Land As Market Jettisons Tail Risks By Simon White, Bloomberg Markets Live reporter and analyst The economy is signaling a more volatile, potentially…

CPI Does Not Signal Re-Emergence Of Disinflationary Trend

zerohedge.com CPI Does Not Signal Re-Emergence Of Disinflationary Trend Authored by Simon White, Bloomberg macro strategist, Today’s CPI data shows the gap between CPI and PPI continues…

Maybe Everyone's Got The Same Model For Guessing CPI

zerohedge.com Maybe Everyone's Got The Same Model For Guessing CPI Authored by Simon White, Bloomberg macro strategist, A simple model projects April’s month-on-month CPI to come in at…

'Good News Is Bad News' Is The Worst News For Stocks

zerohedge.com 'Good News Is Bad News' Is The Worst News For Stocks Authored by Simon White, Bloomberg macro strategist, We’re back in a “bad news is good news” regime for stocks, where…