In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2 weeks ago that “the tweets seen round the world” sent global equities tumbling. The tweets from the Real Donald Trump Twitter account stated that existing tariffs would be elevated from 10% to 25% and that is what has found equities under…
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
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