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US Inflation Expectations vs Headline & Core CPI
On May 15, we will get what is probably the most important data this month… US April CPI. Cleveland FED inflation nowcast expects YoY...

Jarosław Jamka
10 maj 20241 minut(y) czytania
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Novo Nordisk – Wall Street consensus check
Novo Nordisk and Elli Lilly benefit from the sale of weight-loss drugs. Investors also benefit, only this year the prices of these...

Jarosław Jamka
10 maj 20241 minut(y) czytania
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US Deficit vs. Full Employment
I just listened to an interview with Stanley Druckenmiller on CNBC and Stan made an insightful comment about the high spending of the US...

Jarosław Jamka
8 maj 20241 minut(y) czytania
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