Great Game – Biden in Free-Fall and a French Ménage À Trois
Biden is starting to drop rapidly in polls after the US presidential debate. Many polls show Trump to have opened a 2-4 point lead nationally,...
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Is that It? Commodity Bull Market Over?
Recent US economic data points to potential weakness impacting energy and other commodity sectors, while OPEC+ actions muddies the waters.
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Richmond Fed President Tom Barkin On Getting Inflation Under Control
Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...
197 Views
US Rates: Tax Season, Debt Ceiling, and Reserves
Despite a significant amount of treasury coupons settling, funding volumes remained stable, tax receipts are tracking above last year's pace, and T...
214 Views