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RISK ON, BUT...
World stock markets ended sharply yesterday...
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6 years, 5 months ago
READING THE TEA LEAVES: TAKEAWAYS FROM CHINA’S NPC MEETING
No GDP growth target for 2020 - first time since at least 1990. Not a big surprise given lack of visibility globally...
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6 years, 5 months ago
CATCH A BREATH
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6 years, 5 months ago
WHY THE FEDERAL RESERVE NOT GOING NEGATIVE IS A POSITIVE...
Why doesn’t the Fed pursue a negative interest rates policy?
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6 years, 5 months ago
BETWEEN A ROCK, A HARD PLACE AND CHINA
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6 years, 6 months ago
HOW COVID IS ACCELERATING OUR MEGA TECHNOLOGY TRENDS OF 2020
Technology is an area where we see massive benefits and potentially more investment capital post crisis.
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6 years, 7 months ago
LOOKING FOR CLUES?
The coronavirus remains the center of all attention...
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6 years, 7 months ago
THE WORST QUARTER SINCE 1987
US equity markets ended the down quarter with a down day...
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6 years, 7 months ago
AN OTHER REBOUND
After a couple of extremely difficult weeks, US equity markets rebounded strongly yesterday...
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6 years, 7 months ago
MASSIVE MARKET DELEVERAGING & SHORT-TERM USD FUNDING STRESS
Leveraged hedge funds in the US, especially systematic strategies (risk-parity funds, CTAs, volatility-controlled funds) saw massive deleveraging in…
6 years, 7 months ago