Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No”
Hetzel-Leach account of how the Fed won its independence
Darrell Duffie | Fed Reserves, Operations & Payments
Interview on reserves and payments with Bloomberg Intelligence
Three Macro Themes Repricing Assets And Driving Economic Growth
Is AI going to wipe out SaaS?
Assumability – Lower Mortgage Rates Means More Consumption (Part II)
Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
GSWM | GeoRisk: YELLOW, Down From AMBER
Yellow to match the quesadilla traders…
Grifols | Markets | The rinse and repeat short cycle
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GSWM Outlook 2026 | US Resilience Resilient
US resilience remains intact in the face of considerable internal and external challenges
Buying $200bn of MBS Will Not Solve Affordability
Like Tears In The Rain
SOM: Review Of 2025 Performance
Gains driven by two equity themes rather than macro trades
Identifying the Opportunities of The AI Buildout – Part 3
AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal