Suneel Reddy·1d agoFive Percent Is the New Hurdle: The 10-Year Yield and the End of WaitingThis week, the U.S. government’s official inflation report could not tell you the annual inflation rate. The Bureau of Labor Statistics…
Suneel Reddy·2d agoInflation Went National This Year. The South Got There FirstIndia’s retail inflation was 2.74% in January. In October it was 6.09%, the first month this year above the top of the RBI’s 2–6% tolerance…
Suneel Reddy·6d agoThe Model Said No. She Said Yes. She Was Right.Our model said no, and I agreed with it.
Suneel Reddy·Nov 7The Hike Nobody Wanted: Central Banks Tighten Into a Supply ShockOn Thursday, the Bank of England raised interest rates into an economy it admits is being hurt by something rates cannot fix. That is the…
Suneel Reddy·Oct 31The Week Risk Came Back: Controls, Cash and the AI BetFour headlines this week looked unrelated. They are one story: markets are being forced to ask what sits behind the promise.
Suneel Reddy·Oct 27The World Is Running Short of BuyersEveryone wants to sell this month. The harder question is who is left to buy. Four stories from the past week, plus one from India, answer…
Suneel Reddy·Oct 19The Best Hire I Ever Made Looked Wrong on PaperA while back I wrote about the hire I regret — the one who looked perfect on paper and was wrong in every way that mattered. People liked…
Suneel Reddy·Oct 17The Global Economy Is Growing at 3.1%. Most Countries Are Not.When the IMF released its October outlook in Bangkok this week, the headline looked reassuring: world growth of 3.1% in 2026, edging up to…
Suneel Reddy·Oct 16In the Pet Business, the One Customer You Can’t Fool Is the One Who MattersI run a pet-nutrition brand. It taught me a marketing lesson no other business could: the customer who decides whether you succeed is the…
Suneel Reddy·Oct 15The Most Valuable Thing a Product Team Does Is Say NoThe most valuable thing a product team does isn’t shipping features. It’s refusing them.
