Inter Market
#72 Liquidity and the Plumbing of the Monetary System
The system of liquidity injection and extraction in the real economy. Explained in a simple and understandable way.
October 22, 2025
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Inter Market
#71 Dot-com and G.F.C: similarities and differences with the current situation
The current situation: Similarities and differences with the GFC and the Dot-Com crisis.
October 14, 2025
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Macro economic Analysis
#70 The Residential Market
We seek to understand the relationship between the new and the existing home market—the different flows and inventories that shape both. We analyze how imbalances in one market affect the other.
October 5, 2025
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Inter Market
#69 PPI, Commodities and the Dollar
The PPI, Commodities and the Dollar are closely linked, shaping several key macro variables. We examine how this interaction impacts yields, particularly the 30-year yield, and inflation expectations.
October 5, 2025
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Macro economic Analysis
#68 Spot federal rate spread vs. PCE inflation rate
We analyzed the intermarket capital flows that took place in the week of September 17, following the rate cut. We looked at the effects they generated, where they occurred, and with what volume. We searched and found where the volume moved that week.
September 27, 2025
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Macro economic Analysis
#67 Labor Market and Consumption
The connection between consumption and the market may seem direct. It isn’t quite so since the state has also intervened in this market. Here we explain the market’s causalities. We break down Nonfarm Payroll to show why it fails as a true measure of employment, and finally, we lay out
September 17, 2025
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