Word on the Street
Goldman sees a step-up for BoE cuts, Howard Marks’ latest investor letter, SocGen find FX proxies for oil, and pricing oil-related Iran risks.
Before we get into this week’s research notes, a quick heads-up:
Our new pricing and publishing schedule will take effect on Monday, 30th June.
What’s Changing
We’re incredibly grateful for the continued support of our readership, and we want to keep raising the bar on quality—more thoughtful analysis, less filler.
To do that, we’re merging our Wednesday and Friday releases into one in-depth midweek piece, published between Tuesday and Saturday. This gives us more time to dig deeper into the topics that matter.
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– Monday’s Week Ahead piece
– Sunday’s Weekend Read (which includes Word on the Street, Money Markets, and Global Primers)
Pricing Update
Starting in July, the price for new subscribers will increase from $20 to $30/month.
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Markets are never short on noise. The challenge is knowing what matters and what merely fills the air. In our Word on the Street, we filter the institutional signal from the speculative static, drawing on the most thoughtful commentary from banks, fund managers, and strategists.
This weekend, we look at:
Goldman Sees Step-Up For BoE Rate Cuts
Howard Marks’ Latest Investor Letter
SocGen Find FX Proxies For Oil
Pricing Oil-Related Iran Risks
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