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737 MAX software glitch may affect navigation during landings as Boeing develops fix - WSJ
bills roll frequently; think the change in net duration in the market is a better measure that gross issuance (counts s-term bills multiple times)
If you're using Claude Code with the VS Code extension, I'd love to hear what's keeping you in the IDE. I think Claude Code on desktop is a better place to multi-Claude and we've love to close any gaps keeping you in VS Code!
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This Fed note makes a compelling case that China's new balance of payments methodology actually reduced the quality (and certainly the consistency) of China's data (especially the headline current account). The IMF stats department should take note
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my instinct alarm clock
Highly recommend this piece by Toby Nangle (on duration supply from the hyper scalers)
How do you know a product is truly ready?
Quality isn't a final step — it's built into every stage. See how the details get validated on the factory floor.
Inside the Lines: Inspection 🔍
#InsideTheLines# #Inspection#
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China’s two memory champions are no longer staying in their lanes.
YMTC is moving into LPDDR5 DRAM by late 2026. CXMT is pushing into NAND. A direct clash could come around 2028, and the real fight may be patents around YMTC’s Xtacking. The shortage is also giving both a shot at customers they never reached before.
#YMTC# #CXMT# #NAND# #DRAM# #Semiconductors#
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