The Liquidity Outlook is About to Turn Much Worse
The Liquidity Outlook is About to Turn Much Worse The banking stress continues among regional banks and the liquidity outlook...
Making Hay Monday – May 1st 2023
Making Hay Monday - May 1st 2023 High-level macro-market insights, actionable economic forecasts, and plenty of friendly candor to give...
RBA Surprises With A Quarter Point Hike
RBA Surprises With A Quarter Point Hike Overview: A combination of a surprisingly strong prices paid component to the US...
A Week That Contains Multitudes
A Week That Contains Multitudes The month ended last Friday with sterling continuing its good run gaining for the ninth...
Market Overview – Morning Express
Market Overview - Morning Express E-mini S&P (June) / NQ (June) S&P, last week’s close: Settled at 4188.50, up 34.75...
“Major Compression Regimes in Multiple Markets” – Monday Dirty Dozen (Chart Pack)
Monday Dirty Dozen (Chart Pack) What an adaptive worldview means is that whenever you learn a new concept in an...
Dollar Comes Back Bid, as First Republic Taken Over (Mostly) by JP Morgan
Dollar Comes Back Bid, as First Republic Taken Over (Mostly) by JP Morgan Overview: Most markets are closed for the...
Steno Signals #46 – Liquidity is Drying Up Fast! Sell in May and Go Away?
"Liquidity is Drying Up Fast! Sell in May and Go Away?" We have been bullish on equities through the year...