SCMP- China stimulus | GS on family offices
A couple of unconventional ideas for China economic stimulus. GSAM report on the fast-growing group of family office clients
Markets | Why are traders well paid?
It’s about how hard you can get hit and keep moving forward
CPI | US Equities | Market technicals
Momentum indicators suggest S&P 500 is close to overbought territory.
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.
NQ CAD BOJ | Sector rotation | Sex pests in finance
Brent Donnelly shows how a real pro taps out of a bad trade.
Crowd sourcing | Can US stocks rise further?
We open it up to our audience to build our investment thesis from hereon.
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.
Part 1 – Trading legends | Markets update
An updates on markets and the first part in the people who have influenced us the most.
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.