Economy

Now that 97% (484) of the stocks in the S&P 500 have announced their third-quarter results, here is where we stand. Revenues are up…
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As EUR rates have tested higher, Euribor-based swaps have faced upward pressure, leaving 10y Bunds versus IRS rich in recent weeks. Bund…
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The December year-end rally is off to a slow start. After an opening stumble yesterday, stocks are catching a bid today, though not…
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Executive Summary The return of volatility reveals strength in equities, not weaknessWhite House issues executive order…
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I am deeply honored to have been asked to speak here today about the…
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Global equities entered the week under pressure as investors scaled back exposure to risk assets amid rising policy uncertainty. Signals…
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This WeekMarkets rose this week, as December rate cut odds continued their rebound to 85+% now from a low 30% last week for a…
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The week was characterized by an intense flow of news, both in terms of global macro pricing and the internal dynamics of the crypto…
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Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling our economy the K-shaped economy. The…
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