HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Podcast delayed, markets rebounded last week, led by news of reduced impact of Trump's tariffs</li><li>Fed slowed pace of quantitative tightening, reducing pressure on treasury market liquidity</li><li>Bitcoin and gold prices fluctuate, Chinese stocks rebound, DAX up 20% year to date, US equities impacted by tariffs and job losses</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast delayed, markets rebounded last week, led by news of reduced impact of Trump's tariffsFed slowed pace of quantitative tightening, reducing pressure on treasury market liquidityBitcoin and gold prices fluctuate, Chinese stocks rebound, DAX up 20% year to date, US equities impacted by tariffs and job lossesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectives</li><li>Market volatility continues with equities bouncing and the dollar rebounding</li><li>Fed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expected</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectivesMarket volatility continues with equities bouncing and the dollar reboundingFed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expectedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – In The Eye of The Storm

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>Recent fall in US inflation breakevens driven by change in growth expectations and trade policy developments</li><li>US breakevens appear somewhat cheap versus fair value framework, with near term inflation risks still skewed to the upside</li><li>European breakevens have outperformed due to seismic shift in German fiscal policy, leading to a backup in intermediate yields on the German curve.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent fall in US inflation breakevens driven by change in growth expectations and trade policy developmentsUS breakevens appear somewhat cheap versus fair value framework, with near term inflation risks still skewed to the upsideEuropean breakevens have outperformed due to seismic shift in German fiscal policy, leading to a backup in intermediate yields on the German curve.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates – Discussing the divergent drivers of US and EUR breakevens

<ul><li>Market volatility continues, with futures down across the board</li><li>Atlanta Fed's GDP nowcast turns negative for the first time since 2022</li><li>Winners in the market so far this year include gold, European stocks, and bonds</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market volatility continues, with futures down across the boardAtlanta Fed's GDP nowcast turns negative for the first time since 2022Winners in the market so far this year include gold, European stocks, and bondsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

<ul><li>Discussion of podcast topics on St. Patrick's Day and credit crisis history</li><li>Analysis of current market trends and performance, including digital assets and tariffs</li><li>Comparison of market patterns from previous years to predict future performance and impact of events like tariffs</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion of podcast topics on St. Patrick's Day and credit crisis historyAnalysis of current market trends and performance, including digital assets and tariffsComparison of market patterns from previous years to predict future performance and impact of events like tariffsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012

United States

The US dollar is the official currency of the United States of America.

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Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013

Due to market volatility, the podcast will be delayed, with stocks rebounding last week and continuing to rise today, especially with the Dow up...

William Mann

The Week Ahead – In The Eye of The Storm

Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...

Nomura – The Week Ahead

Global Rates – Discussing the divergent drivers of US and EUR breakevens

US inflation breakevens have fallen due to changes in growth expectations and trade policy developments, while Euro area breakevens have...

At Any Rate

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

Please check out our Podcast! We are always interested in feedback so let us know if there are any topics you would like us to cover. Please also...

William Mann

Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012

Today's podcast will cover the St. Patrick's Day celebrations, the 17th anniversary of Bear Stearns becoming insolvent, current market trends,...

William Mann

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