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.
345 Views
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...
1.4k Views
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...
207 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...
219 Views
5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
239 Views