US Yield Curve | Veterans/Remembrance | NextFedChair.com

US yield curve and next Fed Chair back in focus
Part II: Current China Stimulus Is Not Enough

Substantially more is needed
Part 1: US Economy & NextFedChair.com

Who will be the next Fed Chair? Brief update on the US economy
Part I: American Exceptionalism
Best Long And Short Strategies 2024 Q4
REPOST | China Needs Stimulus Because It Is Becoming Japan
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Spectra Markets | EURUSD, Consumer Confidence, and Yields

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From Trump Campaign To Trumpeter Swan Hedges

We got you covered!
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.
John Thomas | US Election Inside Look | FOMC

Harris takes a significant lead in the ad spending wars…
FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…