Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields. In other words: “do bonds know something about macro fundamentals that equities and commodities don’t?” Our answer is ‘no’, and we explain the technical drivers likely responsible for the recent bond rally. We advise clients to stay in reflation, reopening, inflation…
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise!...
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
