The Price-Change Statistics We’ve Weighted For www.bostonfed.org/publications... #QuantLinkADay

I need to see the moose one day (when there is).

Modeling the U.S. Economy www.stlouisfed.org/open-vault/2... #QuantLinkADay

PolyBench: Benchmarking LLM Forecasting and Trading Capabilities on Live Prediction Market Data arxiv.org/abs/2604.14199 #QuantLinkADay

Firm-to-Firm Financial Linkages and Dollar Risk Transmission papers.ssrn.com/sol3/papers.... #QuantLinkADay

LLM-Based Expectations and Fed Communication papers.ssrn.com/sol3/papers.... #QuantLinkADay

Investigating the Impacts of Exchange Rate and Inflation on Exports: A Double Threat or Opportunity for Turkiye? arxiv.org/abs/2604.12991 #QuantLinkADay

A Closer Look at Emerging Market Resilience During Recent Shocks libertystreeteconomics.newyorkfed.org/2026/04/a-cl... #QuantLinkADay

Financial Anomaly Detection for the Canadian Market arxiv.org/abs/2604.02549 #QuantLinkADay

Prediction Arena: Benchmarking AI Models on Real-World Prediction Markets arxiv.org/abs/2604.07355 #QuantLinkADay

Measuring Strategy-Decay Risk: Minimum Regime Performance and the Durability of Systematic Investing arxiv.org/abs/2604.08356 #QuantLinkADay

Delving down into the US CPI item strata, we've looked at the top 15/bottom 15 contributors to the CPI MoM SA (0.87%) for March

HELLO LONDON FRIENDS:

We're doing our first ever live Odd Lots in London on May 7.

We have some great guests TBA in the days ahead, but tickets are already selling, so you should get yours here right now. events.bloombergevents.com/event/Odd_Lo...

Stablecoin Inflows and Spillovers to FX Markets papers.ssrn.com/sol3/papers.... #QuantLinkADay

Burger > TACO

Is there a bridge there..?

Das ist gut

For Whom The Hormuz Tolls?

Brent Donnelly (on Twitter)! Has written a few cool books too, including on FX.

Validating Large Language Model Annotations www.federalreserve.gov/econres/feds... #QuantLinkADay

Hedging market risk and uncertainty via a robust portfolio approach arxiv.org/abs/2604.02126 #QuantLinkADay

Regime-Dependent Inflation Transmission from Oil and Shipping Costs: Evidence from the Euro Area papers.ssrn.com/sol3/papers.... #QuantLinkADay

Risk in a Data-Rich Model www.federalreserve.gov/econres/ifdp... #QuantLinkADay

AI and Coder Employment: Compiling the Evidence www.federalreserve.gov/econres/feds... #QuantLinkADay

Do Prediction Markets Forecast Cryptocurrency Volatility? Evidence from Kalshi Macro Contracts arxiv.org/abs/2604.01431 #QuantLinkADay

Have you passed Riksby?

What Is Trend Inflation? www.richmondfed.org/publications... #QuantLinkADay

Heatwaves, coldwaves, floods, and droughts: the short-term impact of extreme weather events on economic activity www.ecb.europa.eu/pub/pdf/scpw... #QuantLinkADay

Forecasting Financial Time Series Using Hybrid Models papers.ssrn.com/sol3/papers.... #QuantLinkADay

In the burger stack, with the cheese. I think it might just work..!