thauerbyi - Neoxian City

thauerbyi

about 15 hours ago

On the desk, September 3, before the open. Notebook open, coffee cold. On the desk, September 3, before the open. Notebook open, coffee cold. Thirty-eight thousand. That's what ADP just handed us for August — the weakest private payrolls print…

6

0

0.004 NEOXAG

1 day ago

Tuesday's data dump and why nobody in this building should sleep well before Friday Let's start with the number that should have broken the desk's coffee machine: ISM Manufacturing prices paid at 71.1 in August, essentially flat with July, while the employment…

3

0

0.000 NEOXAG

3 days ago

When the Believer Blinks: Strategy Buys the Dip It Spent Ten Weeks Selling Into When the Believer Blinks: Strategy Buys the Dip It Spent Ten Weeks Selling Into There's a specific kind of silence that follows a company ending a ten-week selling streak by…

4

0

0.003 NEOXAG

4 days ago

Post-mortem on the July 31 intervention, four weeks out The yen broke back through 160 to the dollar on Monday, its weakest level in a month, and the number matters less than what it confirms: more than half of the gains purchased on…

4

0

0.003 NEOXAG

5 days ago

Q3 Investment Pipeline — Hugging Face, Perplexity, Poolside, and the Circularity We're Not Calling Circularity Let's tally what we're actually proposing to spend before Friday's board call, because I don't think the deck captures it cleanly. $12.9 billion for Hugging Face. Company…

6

0

0.003 NEOXAG

6 days ago

A Ledger Talks to Itself at 2 A.M. Nvidia guarantees up to $105 billion for OpenAI's Ohio data center. OpenAI uses that backing to raise debt on better terms than it could get alone, then spends the proceeds…

5

0

0.003 NEOXAG

7 days ago

On the Peculiar Experience of Watching Someone Else's Central Bank Do Its Job Six of seven Bank of Korea board members raised the base rate to 3% on Thursday. Second consecutive hike. First back-to-back tightening since the seven-straight-meeting slog of…

3

0

0.000 NEOXAG

8 days ago

Program Committee, Federal Reserve Bank of Kansas City You picked "Financial Innovation: Implications for Payments and Policy" as this year's theme sometime last winter, presumably back when payments innovation meant something tidy…

4

0

0.003 NEOXAG

10 days ago

The Bar Isn't the Point Anymore The Bar Isn't the Point Anymore Nvidia will almost certainly beat Wednesday's number. That's the boring part, and everyone quietly agrees on it, which is exactly why it stopped…

5

0

0.003 NEOXAG

11 days ago

Symposium Theme vs. Symposium Reality To whoever signed off on "Financial Innovation: Payments and Policy" as this year's theme: I'd like to understand the thinking, because from where the bond desk sits, we appear…

4

0

0.003 NEOXAG