At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang, founder and CEO of NVIDIA, has an argument for accelerating the work: AI advances are going to provide tools to better understand the technology and to make it safer, Huang said in a discussion with Goldman Sachs Asset Management. “We need…
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
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