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Julien Bittel, CFA

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Head of Macro Research at GMI / NFTs

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  • Let’s talk US bank lending, the latest chart to dominate FinTwit macro bear feeds… Yes, bank lending standards leads bank lending activity, but bank lending is an extremely lagging indicator and the market generally tends to look through the actual
    by Julien Bittel, CFA
  • Bears really coming out of the woodwork on March Philly Fed data… I think it’s the wrong take. A lot of people are using the 1970s as the period most similar to today… Some are using 2000 or 2008… We’re using 1990. It’s a near perfect fit. Let m
    by Julien Bittel, CFA
  • Jan US CPI report: Let’s discuss… A short thread 🧵 twitter.com/BittelJulien/status/1625820597979684864/photo/1
    by Julien Bittel, CFA
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