This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison in London DECEMBER 31 2019 The U.S. equity and bond rally that everyone hates will continue in 2020. That is the verdict from some of the biggest strategists and investors on Wall Street. These market-watchers also forecast modest profits in US…
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
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