I leave the country for one week, one week and return to discover that volatility has remained relatively low. But that’s not all I’ve returned to as the calls for an end to the short volatility trade and imminent disaster for such positioning have run rampant in my absence. As many already know, understand and accept, I’ve been shorting volatility…
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
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