Moderate, Steady Growth Expected For US Q1 GDP

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For example, some analysts advise that a higher degree of inflation risk lurks in the near term due to plans to raise tariffs... The risk arrives at a potentially vulnerable point when inflation metrics published to date continue to reflect so-called sticky inflation... Last week, the government reported that consumer inflation continued to accelerate, rising 3...One implication: the Feder...

Macro Briefing: 17 February 2025

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US retail sales fell more than expected in January...A rise in US business optimism has been accompanied recently by higher uncertainty triggered by tariffs and other policy changes... “You’ve really got a battle between greater business optimism and greater business uncertainty, and they’re kind of opposing forces,” says Nicholas Bloom, a Stanford University professor who studies the i...

Book Bits: 15 February 2025

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By purchasing books through this site, you provide support for The Capital Spectator’s free content...● Rethinking Investing: A Very Short Guide to Very Long-Term Investing Charles D... Ellis Summary via publisher (Wiley) In just 10 short, accessible, and inviting chapters, Rethinking Investing: A Very Short Book on Very Long-Term Investing presents straightforward steps that ordinary people ...

How to restrict Amazon S3 bucket access to a specific IAM role

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February 14, 2025: This post was updated with the recommendation to restrict S3 bucket access to an IAM role by using the aws:PrincipalArn condition key instead of the aws:userid condition key...April 2, 2021: In the section “Granting cross-account bucket access to a specific IAM role,” we updated the second policy to fix an error... Customers often ask how to limit access to an Ama...

Introducing the AWS Trust Center

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The AWS Trust Center is a window into our security practices, compliance programs, and data protection controls that demonstrates how we work to earn your trust every day... We knew we couldn’t just offer the same level of security as existing on-premises infrastructure... To earn customer trust, we had to disrupt and exceed the exacting industry standards of the world’s most security-conscio...

Research Review | 14 FEB 2025 | Rebalancing and Asset Allocation

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January 2025 Institutional investors engage in trillions of dollars of regular portfolio rebalancing, often based on calendar schedules or deviations from allocation targets... We document that such rebalancing has a market impact and generates predictable price patterns... Importantly, we estimate that current rebalancing practices cost investors about $16 billion annually-or $200 per U... While...

Macro Briefing: 14 February 2025

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A solid rise in US producer prices in January aligns with consumer price data that suggests inflation may be picking up... For the year through January, the producer price index rose 3... “The major factor is political uncertainty and the economic consequences … the [producer price inflation released on Thursday] was pretty much neutral and it didn’t really have much of an effect on gold; in...