Fed Lending Survey: Bad for Growth, Spreads, and Equities
Based on tighter lending standards, the US high yield default rate should quadruple to above 7% from 1.7% last year, and bond spreads must widen...
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Asset Class Performance After the Final Hike – Part I Equities
Historically, US equities have performed reasonably well to strongly after the Fed's final hike and until the first rate cut.
298 Views
Weekly Stock Bullfinder - Week of 5/8
The exercise of catching bottoms and averaging down versus cutting losers and admitting you were wrong can and often is a painful lessons every...
224 Views
Weekly Market Monitor (18) - The Bank Domino Continues
More regional banks are collapsing, but Powell thought things were improving, recession signals are flashing, but investors believe earnings are...
426 Views
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades- Peak Rates?
A weekly look at spot, vol and skew changes across 8 global Indices. We analyse the changes and try to identify the best trades based on the vol...
363 Views