THE NEXT MELTDOWN
Overall, the financial world is facing volatility and challenges, with experts like Richard Byrne offering insights on credit, market cycles, and...
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Recession Fears Resurface Triggering Yield Curve Normalization
The recent market turmoil and dismal job reports have led to significant yield curve movements, with the 10Y-2Y spread showing substantial...
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Positioning Watch – There was no “rotation” from large to small caps
Welcome back to our weekly positioning update. It’s hard not to touch upon the recent moves in equities once again, with markets trying to digest...
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Yield Curve Normalisation on Rate Cut Anticipation
Recent cooling in core CPI has increased the likelihood of rate cuts, driving anticipatory normalization of the yield curve with expected cuts...
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Debt Watch: Will the US Treasury spook markets with issuance in the QRA again?
Good evening from Europe! The quarterly refunding announcement is due on July 29, and it always holds the potential to spook duration markets and...
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