Macro Briefing: 8 September 2025

TutoSartup excerpt from this article:
US non-farm payrolls posted a weak increase in August, well below expectations...”The weak rise in August payrolls strengthens expectations that the Federal Reserve will cut interest rates next month, based on Fed funds futures market, which is pricing in a 90% probability for a 1/4-point reduction in the central bank’s target rate... “The job market is stalling short of the runway,” sa...

Book Bits: 6 September 2025

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By purchasing books through this site, you provide support for The Capital Spectator’s free content... They discuss how economic rivalry between the US and China is reshaping world trade – and where it might lead... ● Breakneck: China’s Quest to Engineer the Future Dan Wang Review via The Economist Many of the people who run China are engineers, and it shows... Since the 1980s China has b...

Accelerating HPC and AI research in universities with Amazon SageMaker HyperPod

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A Network Load Balancer was configured with target groups to route SSH and Systems Manager traffic... The implementation consisted of the following key components: Federated user integration – We mapped AD users to POSIX user names using Session Manager run-as tags, allowing fine-grained control over compute node access Secure session management – We configured Systems Manager to make s...

Exploring the Real-Time Race Track with Amazon Nova

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Amazon Nova is enhancing sports fan engagement through an immersive Formula 1 (F1)-inspired experience that turns traditional spectators into active participants... This post explores the Real-Time Race Track (RTRT), an interactive experience built using Amazon Nova in Amazon Bedrock, that lets fans design, customize, and share their own racing circuits... Creating immersive fan engagement with...

Azure mandatory multifactor authentication: Phase 2 starting in October 2025

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Microsoft research shows that multifactor authentication (MFA) can block more than 99... Understand potential impactTo understand potential impact ahead of Phase 2 enforcement, assign built-in Azure Policy definitions to block resource management operations if the user has not authenticated with MFA...As announced in August 2024, Azure started to implement mandatory MFA for Azure Pu...

Is The Stock Market Overbought?

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The somewhat longer answer: Yes, but (you knew this was coming) a number of indicators have been advising no less over the summer, and yet the market has continued to climb... But let’s press on anyway and consider some of the clues that imply the market is toppy...Yet it’s also clear that market valuation is lofty... The Shiller PE, for instance, shows that the market has been va...

Macro Briefing: 5 September 2025

TutoSartup excerpt from this article:
“The year started with strong job growth, but that momentum has been whipsawed by uncertainty,” said Dr... Relatively loose macro conditions remain a tailwind for stocks, advises TMC Research, a unit of The Milwaukee Company, a wealth manager... “A proxy for macro conditions has been relatively supportive for equities, which may help explain the stock market’s resilience lately......