Comment | US Rates & Macro Shenanigans
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Tail Hedges For Recession And Market Downside Risk
This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to
late 2008.
FOMC | Hamas | Iran | Sahm Rule | US polls
The Fed rumor mill and Sahm rule concerns
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
Freddies New Closed-End Seconds Program
Freddie Mac’s Closed-End Seconds Program–Unlocking $2.5 Trillion of HE For Consumption
SOM | Five Reasons Why 10-year Yields Move Above 5%
Best Long And Short Strategies 2024Q2
Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate
Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes
PPI | The forgotten inflation measure
We were blind sided by that one
US Inflation | Rising Health Care Costs | Summers
Sky rocketing health care costs for middle-aged voters
AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis