Recent Commentaries
This is why we hold the blues!!
The Fed, the BoJ, payrolls, the US presidential election race, tech earnings, and the escalation in the Middle East have all conspired to create some heavy derisking. Volatility was low, and complacency was high heading into the mid-July all-time highs for spoos. And...
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It’s not rocket science
Over the last three weeks, the odds of a Trump victory have jumped markedly. Biden's debate performance, Trump's judicial wins, and the awful events in Bethel Park last Saturday have all contributed to the shift. And while other macro forces such as softer inflation...