Our CEO @theapurvj is speaking at Davos https://t.co/88IimU0faJ
Join us if you're there in Davos or DM Apurv to learn more about the impact of AI on world macro measurement and the cutting-edge real time mapping that we are doing MacroX
Join our CEO & Senior Strategist next Thu, Dec 21 for MacroX's Real-Time World Economic Update Q4, 2023. They will discuss how our unique multimodal AI nowcasting engine, & provide crucial insights and updates on the US & World economy. #macroeconomics https://t.co/pt6s0aB3XK
Our predictions on Fed 2024 rates projection per our real-time nowcasts:
1) We expect Fed 2024 rates projection to drop from 5.1% to 4.8% ,with a chance of 4.6%
2) Market pricing of 5 cuts in 2024 seems overdone. We prefer to be tactically & modestly short rates.
#FederalReserve
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7/7 economic hubs has indeed been stronger this year (largely driven by the province of Jiangsu). Also maybe of interest to @Brad_Setser@georgemagnus1
https://t.co/gowhriaRHl
1/7 In a sequel to our April post, we take another look at the Chinese economy. China’s property crisis has drawn headlines recently but this is just the latest in a string of bad news for the world’s second-largest
6/7 economic performance also made us curious as to whether our city-level nowcasts demonstrated a two-tier China. Having constructed two portfolios of cities based on Alexander Campbell’s rankings, we see that growth in the