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S&P futures are indicating a flat to slightly lower open on Friday. Asian equities higher overnight although only a handful of exchanges were open in the region. European markets mixed early in...
Before we move into a review of the last few months of market action to learn what most investors did wrong, I think it is important to begin this missive by reposting something written by Robert...
The soft landing crew is increasingly taking over. No, the bond market’s base case is not a recession - it’s immaculate disinflation. Getting this call right is crucial...
S&P futures are indicating a flat to slightly lower open on Friday. Asian trading very light with multiple countries offline for lunar new year celebrations. Europe indices mostly higher as...
Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes This content was originally published on Hedgefundtips.com.
After a 14%+ move off of the October lows, the market has been consolidating sideways for the past 6 weeks or so. This is a normal consolidation and will resolve it self (higher in our view) as we...
Economists were expecting a decline, but the 1.1% slide in retail spending in December was deeper than expected. Even worse, the monthly slide marks the second straight decline. It could be noise, but...
Over the last few years, I’ve pointed out exhaustively how the current operating approach at the Fed towards monetary policy is distinctly different from past tightening cycles. In fact, it is...
S&P futures are indicating a flat open on Wednesday. Asian equities ended mostly higher overnight with BOJ news acting as support for regional benchmarks. European equity markets narrowly mixed...
Have a look at the last US inflation report; Answer the big question: Powell pivoted in 2019, is he going for it again in 2023? Analyze what’s priced in for bonds and equity markets: a...
Uncertainty over the Federal Reserve’s rate plans and a slowing economy will continue to impact investor sentiment in 2023 I remain bullish on companies with strong fundamentals, reasonable...
Though a rising interest rate environment adversely affects fixed-rate bond investments, the defining attributes of floating rate debt, incoming generation and low price sensitivity, have proven...
US futures are indicating a open after on Tuesday following the MLK Jr day holiday. European indices have opened in negative territory following a mixed APAC session. Early macro focus on UK...
US futures are indicating a slightly lower open after closing higher on Wednesday. European equity markets have opened higher. Following a largely strong performance in Asia. Risk appetite is broadly...