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In this piece, we’re going to run through some of this week’s important data releases and give our initial thoughts on the recent collapse of Silicon Valley Bank.Let’s dive right...
Daylight Savings is bad for your health and bad for trading.Here are 3 ways DST affects trading.
A tumultuous week for US banks saw the shares of the crypto-friendly Signature Bank (NASDAQ:SBNY) drop nearly 23% on Friday and more than 37% since Monday. The decline comes after the second large...
Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: This week I watched the classic film “Barbarians at the Gate” for the first time. It stars James...
In the UK, all eyes are on Wednesday's Spring Statement and we believe there's little room for the Chancellor to row back on his previous plans for fiscal consolidationUS: Broad support for a 50bp...
US futures are pointing to a lower open as of 04:05 ET. European equity markets have opened with losses, following sharply lower levels in Asia. Fed terminal rate expectations continue to rise higher...
This week I watched the classic film “Barbarians at the Gate” for the first time. It stars James Garner (of The Great Escape fame) and Peter Riegert (of Animal House fame). It chronicles...
Several indicators are flashing recession warnings for the U.S., but the median estimate for economic activity in the first quarter leaves room for doubt about the timing.After dipping slightly...
Warren Buffett recently published his latest letter to shareholders of Berkshire Hathaway (NYSE:BRKa) and, if you haven’t done so already, I encourage to go read it along with all 45 that...
On International Women's Day, here's why I believe women are better traders than men:
Yes, Federal Reserve Chairman Powell was very hawkish in his Congressional testimony on Tuesday and Wednesday. He clearly signaled (again) that once Fed overnight policy rates reach a peak, they...
US futures are pointing to a slightly higher open but mostly hovering around the flatline as of 04:05 ET. European equities markets have had a weak open, following mostly lower levels in Asia. Hawkish...
US recession risk is high unless it’s not. After months of conflicting signals from various business-cycle indicators, debate and disagreement reign supreme in the land of nowcasting and...
Chair Powell has sent a clear message: the Fed is back in the driving seat. At a very minimum, the Fed has given itself the option to deliver a 50bp hike from the March meeting. It's now discounted...
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If Jerome Powell cared for our advice, we would tell him to take the opposite...