1007 Episodes

  1. Are expectations for imminent Powell put overbaked?

    Published: 4/03/2021
  2. Markets scratching around for a catalyst after treasury trauma

    Published: 3/03/2021
  3. Chinese regulator sees what many others refuse to: a bubble

    Published: 2/03/2021
  4. Can it really be that easy?

    Published: 1/03/2021
  5. Treasury yield spike sends correlations towards one - helmets on.

    Published: 26/02/2021
  6. The everything up and bonds down trade will not have legs

    Published: 25/02/2021
  7. A nervous comeback after a further rout

    Published: 24/02/2021
  8. Is the bubble popping?

    Published: 23/02/2021
  9. Is equity market already smelling the yield spike?

    Published: 22/02/2021
  10. The Fed path to YCC is a chicken and egg question

    Published: 19/02/2021
  11. Inflation on the brain

    Published: 18/02/2021
  12. Yields spike further and finally get (a modicum of) respect

    Published: 17/02/2021
  13. Every market top looks different

    Published: 16/02/2021
  14. Two opposing forces accelerate

    Published: 15/02/2021
  15. Stay careful out there, as conditions simply look too good

    Published: 12/02/2021
  16. All time easy financial conditions with hyper-sensitive vol. What could go wrong?

    Published: 11/02/2021
  17. China heads into long holiday with a flourish

    Published: 10/02/2021
  18. Are we reaching peak Musk?

    Published: 9/02/2021
  19. Are investors ready for more inflation?

    Published: 8/02/2021
  20. Current trends are contradictory

    Published: 5/02/2021

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