The Week Ahead β Give Peace A Chance?
Eurodollar trading and European equities surging despite threat of US tariffs, President Trump's announcement, central bank decisions previewed,...
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The Week Ahead β Snaky Ways
Colleagues in the US made an important change to Fed forecasts, market sentiment may be jittery in February with questions about tech stocks and US...
258 Views
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...
419 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...
557 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...
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