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Back to Basics
The age of virality and familiar advertising strategies.
19 hrs ago
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Stocks Continue In Goldilocks
A weekly look at what matters and how to trade it. (August 25th)
Aug 25
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Stocks Continue In Goldilocks
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Word on the Street
MS on institutional equity positioning, BNP risk-off FX trades, and some Jackson Hole commentary from BofA.
Aug 24
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Word on the Street
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Signalling a Shift
A short note on Jackson Hole and the September setup.
Aug 22
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Signalling a Shift
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Powell's Last Rodeo
Jackson Hole preview.
Aug 20
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Powell's Last Rodeo
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Global macro perspectives and multi-asset strategy from a discretionary investment team. Deep dives, real-time views, and high-conviction ideas.
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Global Primer Series: Volatility Products
The risk measure that moves every other market.
Aug 17
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Global Primer Series: Volatility Products
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Global Primer Series: Credit Default Swaps
The derivative at the heart of modern credit risk transfer.
Jun 15
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Global Primer Series: Credit Default Swaps
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Global Primer Series: Repo Markets
The secured funding engine behind modern markets.
May 25
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Global Primer Series: Repo Markets
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Global Primer Series: Cross Currency Basis
Understanding the systemic foundations of the cross-currency basis trade.
Apr 27
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Global Primer Series: Cross Currency Basis
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Global Primer Series: STIR Trading
Understanding SOFR mechanics and STIR trading.
Mar 16
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Global Primer Series: STIR Trading
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Week Ahead
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Stocks Continue In Goldilocks
A weekly look at what matters and how to trade it. (August 25th)
Aug 25
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Stocks Continue In Goldilocks
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Equities Rise Into Powell Test
A weekly look at what matters and how to trade it. (August 18th)
Aug 18
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Equities Rise Into Powell Test
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The End of the US-China Détente
A weekly look at what matters and how to trade it. (August 11th)
Aug 11
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The End of the US-China Détente
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Earnings in Full Flow
A weekly look at what matters and how to trade it. (August 4th)
Aug 4
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Earnings in Full Flow
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