Nikhil Javeri & Alexander Ye's Kelley ColumnMoving the GoalpostWe’ve previously discussed the idea of raising the inflation target, albeit without the 500 basis points of tightening that has been…May 27, 2023May 27, 2023
Nikhil Javeri & Alexander Ye's Kelley ColumnThe Liquidity EffectAccording to the work of Citigroup strategist Matt King, there has been a strong correlation between changes in central bank reserves and…Apr 17, 2023Apr 17, 2023
Nikhil Javeri & Alexander Ye's Kelley ColumnWhere The Labor Market GoesThe United States labor market has perplexed many this year. Despite the rapid pace of interest rate increases from the Federal Reserve in…Jan 30, 2023Jan 30, 2023
Nikhil Javeri & Alexander Ye's Kelley ColumnShort USD/JPY ThesisMuch has been made of the BOJ’s mountainous efforts to maintain uber-easy monetary policy in the midst of global central bank hawkishness…Jan 13, 2023Jan 13, 2023
Nikhil Javeri & Alexander Ye's Kelley ColumnVisa Stock PitchInternational e-commerce boom and digitization to drive medium-term top line, while fading currency headwinds will boost margin profileJan 9, 2023Jan 9, 2023
Nikhil Javeri & Alexander Ye's Kelley ColumnBecause Why Not Another Japan StoryAt this point, discussing the saga surrounding the BOJ and the negative interest policy they’ve kept implemented throughout the year…Nov 1, 2022Nov 1, 2022
Nikhil Javeri & Alexander Ye's Kelley ColumnCPI Reaction and Central Bank PoliticizationFollowing a swath of bank earnings this morning, it’s become clear that the firms with the most insight into the American economy believe a…Oct 15, 2022Oct 15, 2022
Nikhil Javeri & Alexander Ye's Kelley ColumnA Stock I Like: $MELICompany OverviewSep 15, 2022Sep 15, 2022
Nikhil Javeri & Alexander Ye's Kelley ColumnA Macro Story; ECB Pulls The Trigger on 75, Dangers of Economic DependenceSep 8, 2022Sep 8, 2022
Nikhil Javeri & Alexander Ye's Kelley ColumnA Stock I Like: $ULTAUlta Beauty is a specialty beauty retailer based out of Bolingbrook, IL, whose product offerings include cosmetics, haircare, skincare…Sep 3, 2022Sep 3, 2022
