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Julien Bittel, CFA
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Head of Macro Research at GMI / NFTs
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Apr 13, 2023
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
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Mar 17, 2023
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
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Feb 15, 2023
Jan US CPI report: Let’s discuss… A short thread 🧵 twitter.com/BittelJulien/status/1625820597979684864/photo/1
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