US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
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Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
556 Views
Kospi Index Options Weekly (Apr 07 – 11): Skew Shifts Steepens and Positioning Signals
​This week saw volatile price action and a steepening of skew. We discuss the shift that appears to be underway in traditional flight to quality...
328 Views
The Week Ahead – CPI, China, and Currencies
Trump suggests implementing tariffs to stop immigration from Mexico and Canada, US and UK CPI data expected to be higher, Fed may be hawkish on...
1.4k Views
EQD | Asia January Vol Roadmap:Â Â Outsized Moves, Outsized Volatility
​Historically, gold performs well in January while Nifty tends to decline. Kospi and Nikkei have diverged in price but not implied vol. Most...
355 Views