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Guy LeBas announced that he will join the Charlotte Economics Club tomorrow for a discussion about the new capital cycle, including the roles of artificial intelligence, capital expenditures, and the bond market boom.
The event signals interest in how these factors are shaping current financial trends.
LeBas recently reported that his core PCE model projected a 0.37 percent rise, aligning with the actual increase in economic data (link). In a separate observation, he highlighted a gap between crude futures prices and physical delivery, noting asset classes have adjusted (link). His recent commentary covers a range of factors impacting current financial markets.