The Week Ahead - Give Thanks For
President Trump announces potential tariff policies on social media, appoints Scott Besant as Treasury Secretary, leading to market volatility and...
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Positioning Watch – The US Exceptionalism Story Is Back in Play!
Main point:The current positioning picture is becoming increasingly uniform across asset classes: higher US growth, higher USD rates versus...
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Flash Liquidity Update: A USD liquidity PUT is now in place
We just received the meeting minutes from the November FOMC meeting, which include two important takeaways on liquidity—both of which are...
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The Drill: Fade the tough Trump tariff talks
The recent threats of heavy tariffs on Canada and Mexico appear to be aimed at pressuring those governments to address U.S. concerns regarding...
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Steno Signals #127 – We need a bit of bad news for liquidity to improve
Hope you had a great weekend! Here’s this week’s sneak peek into my thoughts on liquidity trends and how they influence my approach to...
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