Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
US-China | Blinken/Bill Gates/Xi | Quantum resources
A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken’s meeting in China with President Xi?
Still bullish US equities | Higher bond yields?
Investors’ positioning suggests higher USD interest rates on the long-end of the curve is the direction of most pain.
US stock heat maps | Psychopaths vs Sociopaths
A quick look at what’s driving the stock market rally today.
NQ CAD BOJ | Sector rotation | Sex pests in finance
Brent Donnelly shows how a real pro taps out of a bad trade.
GS Hatzius on Fed hike | Speaking truth to power
We asked Goldman Sachs Chief Economist Jan Hatzius his most current views on the future path of Fed monetary policy. Hike or not hike at the upcoming June FOMC meeting?
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.
WSJ | Hedge funds max short S&P 500
Hedge funds and fast money the most short S&P 500 since 2007 according to WSJ.
MTC inflation | Debt ceiling hedges
We examine the performance of the debt ceiling hedges we proposed ahead of the X-date and how to manage them from here on.
USA CDS | Hey bear, hey bear!
1-year USA default swaps back to pre-debt ceiling levels.