Economy
What the front end of the curve is actually pricing
Market-implied paths are not forecasts. They are the cost of insurance, and the distinction matters.
Section
Economy
Growth, inflation, labour and policy.
Economy
The energy transition is a capital allocation story now
The engineering questions are largely settled. The financing questions are not.
Economy
Why the labour data keeps surprising the same people
Revisions are not noise. They are information about which series to trust.