This Week on The WOTE: July 29, 2023
Discussion
The Weight of the Evidence (WOTE) Substack is comprised of four flagship WOTE write-up categories (The Market, The Fed, The Outlook, and The WOTE Public) and six sub-channels (Fed Watch, Market Journal, Flows & Liquidity “Team”, Economics Journal, Economics “Team”, and Trading Journal). Since I’ve moved the vast majority of my “journaling” content over to The WOTE from Twitter, there is a fair amount of content generation over the course of a week, so for better ease of access last week I started consolidating it on a weekly basis under a new flagship WOTE category “This Week on The WOTE” (labeled as “This Week” at the top of the site). I will iterate the structure of the This Week write-ups over time, but for now the content structure is as follows:
Chart of the Week
Free Content
Flagship WOTE
Channel Content
The WOTE is simply my live markets and macro journal, not at all designed to be a slick subscription service and never to be construed as investment advice. But for hard core, down and dirty market junkies (CIOs, DORs, traders, etc) that would like my journaling process to be part of their own daily process, please see Introducing: “The WOTE as a Service”.
Chart of the Week
From a multitude of write-ups this week, the TIPS break-evens curve is by far the most important chart to watch over the coming weeks.
Free Content
The Fed: Hard Landing First, Soft Landing Second (July 26, The Fed)
Flagship WOTE
The Market
Soft Landing Trees in a Burning Forest (July 24)
Back to Squeeze Mode or on Fumes? (July 27)
The Fed
Pre-Powell Ponderings (July 22)
Timiraos FOMC Preview (July 24)
We Need to Talk About 2s (July 24)
Channel Content
Fed Watch
Roger Ferguson (July 24)
Bond Market on the Move (July 25)
Timiraos FOMC Preview Part 2 (July 25)
Market Journal
July 24
July 25
July 26
July 27
July 28