A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 362 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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bobeunlimited.substack.comLatest Issues
Underpricing Aussie Resilience
Australia continues to experience the most persistent inflation pressures across developed economies despite past hikes and yet short rate markets have given up hope for further rises ahead.
For much of the last year Australia has been run...
New Thematic Position: Fade Rate Hike Pricing
As I wrote about earlier today (and yesterday), macro conditions are lining up for a significant disinflationary impulse right at a time when expectations for hikes have increased significantly.
As I wrote about earlier today (and yesterda...
The Coming Wave of Disinflation
The biggest inflation concerns for the economy are fading fast while short-rates continue to keep significant hikes priced in, suggesting the STIR markets are disconnected from macro reality… again.
Run it hot has been the hallmark narrati...
Central Banks Rear View Mirror Driving
While policymakers talk tough on inflation even after the recent oil declines, the moves shift the policy calculus meaningfully away from further hikes driving lower front-end yields ahead.
Last week brought a slew of global central bank p...
Not Many Bright Spots Beyond the AI Boom
Recent hard data from China and the US suggests subdued real activity outside of the AI / Semis boom, which suggests it’s not strong enough to energize the core of either economy at this point.
The short week last week was chock full of da...
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CIO at Unlimited Funds | Fmr IC at Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
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