Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...
267 Views
Inauguration, The Trump Trade & Building Smarter Portfolios with LLMs | The New Barbarians #004
Mark Connors, Christopher Rose, and Bill discuss market sell-offs, portfolio design, stablecoins, Bitcoin concentration, AI research tools, and...
443 Views
Rebuilding The US Physical Economy
The US infrastructure is in need of billions of dollars in investments to bring it up to speed, highlighted by the $1.1 trillion Infrastructure...
970 Views
Global Rates - 2025 Global government issuance outlook
Global Macro Research is predicting government trends and fiscal focus, with euro area and UK budget deficits widening and US Treasury Department...
202 Views
Bill Mann & Mark Connors: Rate Volatility: Key to Market Trends | The New Barbarians Podcast - #003
Insights and outlooks for 2025 in economics, markets, and digital assets, including Bitcoin, with projections on market volatility, industry...
30 Views