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The Takaichi Trade
Comparisons to Truss, Thatcher, and a reborn Abenomics... Welcome, Takaichinomics.
Oct 9 • 
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16
Markets See Through the Blackout
A weekly look at what matters and how to trade it. (October 6th)
Oct 6 • 
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18
Money Markets - October 2025
Shutdowns, signals, and sentiment.
Oct 5 • 
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27
9
The Emerging Market Mosaic
Q4 brings liquidity tailwinds, but country-by-country dynamics will drive performance.
Oct 2 • 
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23
2

September 2025

Resilience on Trial
A weekly look at what matters and how to trade it. (September 29th)
Sep 29 • 
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29
2
Global Primer Series: SOFR Options
Understanding SOFR options and trading.
Sep 28 • 
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63
2
The Paradox Driving Markets Higher
Policy dynamics and central banks keep the equity bid alive.
Sep 24 • 
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29
The Rally Has Room to Run
A weekly look at what matters and how to trade it. (September 22nd)
Sep 22 • 
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20
Word on the Street
Barclays talk US debt buyers, Danske review the Fed, and more.
Sep 21 • 
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19
China Tech: From Buyer to Builder
The rise of self-reliance.
Sep 18 • 
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17
Central Bank Focus Across the Board
A weekly look at what matters and how to trade it. (September 15th)
Sep 15 • 
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23
Sunday Fed Thinktank
All eyes are on the Federal Reserve as inflation stirs and jobs falter.
Sep 14 • 
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18
4
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