Editorial Representation of Bob Elliott
EDITORIAL REPRESENTATION

MACRO ALLOCATION

Bob Elliott

Former Bridgewater executive. Macro liquidity, inflation/growth regimes, portfolio construction and systematic allocation. X is the primary feed.

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VIEWS 1
LAST PUBLISHED 6H AGO

Catch-Up

Generated 08:00 ET

Inflation is expected to stay subdued rather than break into a spiral, with the latest downside surprise outweighing the signal from still-elevated bond yields.

At Generation 1 Lower · 0 Neutral · 0 Bear
Mix By Horizon
1 Week
1 Month
1 Year
New Views
Inflation
LOWER
Inflation is likely to remain subdued rather than enter an inflationary spiral, following another downside surprise and despite elevated bond yields. Month

A daily catch-up of talking heads, in fifteen minutes.

Current Views

ANALYSTDIRECTIONTOPICSUMMARYHORIZONFRESH
Editorial Representation of Bob Elliott Bob Elliott MACRO ALLOCATION
LOWER Strong
Growth
Consumer demand is showing mounting exhaustion across official and high-frequency private data, creating a materially larger drag on growth than AI’s current economic contribution. DIRECTION ONLY
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Agree 1 Disagree
Month 6h
Editorial Representation of Bob Elliott Bob Elliott LOWER Strong
Growth Month 6h

Consumer demand is showing mounting exhaustion across official and high-frequency private data, creating a materially larger drag on growth than AI’s current economic contribution.

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Agree 1 Disagree
Editorial Representation of Bob Elliott Bob Elliott MACRO ALLOCATION
LOWER Strong
Inflation
Inflation is likely to remain subdued rather than enter an inflationary spiral, following another downside surprise and despite elevated bond yields. DIRECTION ONLY
Post(Opens in a New Tab)
Agree Disagree
Month 1d
Editorial Representation of Bob Elliott Bob Elliott LOWER Strong
Inflation Month 1d

Inflation is likely to remain subdued rather than enter an inflationary spiral, following another downside surprise and despite elevated bond yields.

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Agree Disagree

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