Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

Thematic (Sector/Industry)

As a lot of focus is placed on broad equity indices like the S&amp;P 500 and Nasdaq 100 as well as bond yields, one of the more fascinating markets beneath the surface is that of HousingThe latest developments from the US confirm earlier indications that a bull market is well set in Housing. The March close is a clear indication that higher prices will be seen in both short and medium term horizons.

As a lot of focus is placed on broad equity indices like the S&amp;P 500 and Nasdaq 100 as well as bond yields, one of the more fascinating markets beneath the surface is that of HousingThe latest developments from the US confirm earlier indications that a bull market is well set in Housing. The March close is a clear indication that higher prices will be seen in both short and medium term horizons.

Cross Asset Strategy

As yields have moved higher over the past few weeks in a somewhat quick manner, this note attempts to clarify the position of interest rate curves, the need for credit and lending, wealth accumulation, and the management of monetary policy in the US.It concludes with a long term bullish stance in financials and banks and especially housing.

As yields have moved higher over the past few weeks in a somewhat quick manner, this note attempts to clarify the position of interest rate curves, the need for credit and lending, wealth accumulation, and the management of monetary policy in the US.It concludes with a long term bullish stance in financials and banks and especially housing.

Bonds, Curves, The Fed & Asset Markets: An Overview of Current Trends

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>Cross currents define this week’s setup, with Tech rallying and fading, Financials selling off and U.S. technology stocks declining sharply.</li>
<li>Heavy activity in a handful of large-cap names drove option volumes higher while underlying market conditions remained fragile.</li>
<li>Implied vols were little changed against an uneven and increasingly fragile backdrop.</li>
</ul>


Cross currents define this week’s setup, with Tech rallying and fading, Financials selling off and U.S. technology stocks declining sharply.
Heavy activity in a handful of large-cap names drove option volumes higher while underlying market conditions remained fragile.
Implied vols were little changed against an uneven and increasingly fragile backdrop.


HK Single Stock Options Weekly June 01–05: Tencent Call Trading Surges as U.S. Sell-Off Clouds Setup

United States

Legacy Government (Sovereign) Generic Index-key ticker

US 2Y (USGG2YR INDEX)

Housing on the March

One of the most interesting closes at the end of March was the one seen in Housing. It adds to the conviction that further gains will be seen.

Shyam Devani

Bonds, Curves, The Fed & Asset Markets: An Overview of Current Trends

A broad look at rates, curves, credit and monetary policy following 'sharp' moves in bonds. This big picture overview also looks at developments in...

Shyam Devani

HK Single Stock Options Weekly June 01–05: Tencent Call Trading Surges as U.S. Sell-Off Clouds Setup

Tencent Call trading surged as U.S. market weakness added pressure to an already fragile Hong Kong backdrop marked by cross currents across sectors...

John Ley