PBG Analysis
PBG analysis & research: actionable insights, data, and institutional rigor.
PBG Analysis
PBG analysis & research: actionable insights, data, and institutional rigor.
US fiscal deficit in December 2025: what it says and why it matters
The latest US fiscal print doesn’t scream “crisis”, but it does reinforce the structural [...]
US 30-year Treasury auction: macro read and market impact
The reopening of the US Treasury 30-year bond auction (Nov 2055 maturity) delivered a [...]
Fed Beige Book: Economic Activity Summary and Key Signals
The Federal Reserve Beige Book is a report on current economic conditions across the [...]
PBG Analysis – November
PBG Analysis - November Edition U.S. Macro-Liquidity Report November [...]
PBG Analysis
PBG Analysis - October Edition Revolutionizing Portfolio Management: How Machine Learning Supercharges Markowitz’s [...]
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