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SubscribePlease join us this Tuesday, November 26th, at 2pm EST for a Black Book on MLM, heavy construction materials / aggregates, and the outlook for construction & infrastructure spending.
Please join us for a review of likely developments in U.S. - China relations in response to the Trump Administration’s current policy goals this Friday in a call with Dennis Kwok, November 22nd @ 12:30PM EST.
Please join us for our 4Q24 Industrials Mid-Quarter Themes call on Friday, November 15th at 12:30PM ET!
Please join us for a post-election, pre-holiday call on freight market activity with Craig Fuller of FreightWaves today at 10:00 AM EST
XYL Best Ideas Long presentation
RVLV to Best Ideas Short, RL Thesis Wrong – Removing Short. SBH, EWCZ, HD Earnings Previews. BBY & DKS Black Book
Please join us next Tuesday, November 12th, at 2pm ET for a Black Book on the long case for Xylem & water infrastructure.
Please join us for a post-election, pre-holiday call on freight market activity with Craig Fuller of Freightwaves this Wednesday, November 13th at 10:00 AM EST...
Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% - this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.