DeepSeek, objectives and constraints

DeepSeek, objectives and constraints

When a new burger joint opens up, there’s often a buzz. Everyone (well, at least me) wants to try the new burger. Is it as good as it looks on Instagram? Or is it just style over substance, and simply an overpriced fast food place? This week, in the world of AI,...
Hundreds of quant papers from #QuantLinkADay in 2024

Hundreds of quant papers from #QuantLinkADay in 2024

I tweet a lot (from @saeedamenfx and at BlueSky at @saeedamenfx.bsky.social)! In amongst, the tweets about burgers, I tweet out a quant paper or link every day under the hashtag of #QuantLinkDay, mostly around FX, rates, economics, machine learning etc. Some are...
What we’ve learnt from reading thousands of Fed communications

What we’ve learnt from reading thousands of Fed communications

We recently had the last FOMC decision of 2024. Market l participants reacted to the hawkish tone including Powell’s comments that the Fed’s year-end inflation projection has “kind of fallen apart.”, as well as shifts in the dot plot. It is intuitive that what the Fed...