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NDR Fixed Income Allocation Strategy August 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Thoughts From The Divide: Identifying Ducks

BY JON WEBB
While we may have missed getting out our Thoughts From The Divide year-in-review piece before the new year (mea maxima culpa), we did manage to spend some time going through our “best of” and “greatest hits” in anticipation of the changing of the calendar. As usual, there were some repeated themes and tropes, but at the highest level, what struck us was that last year seemed very much governed by the timeless question from the underrated philosopher of science, Whitney Houston: “How will I know?” (closely followed by her observation that “crack is whack”) Read more →

MI2 Partners Thoughts From The Divide: All Time High

BY JON WEBB
All-time highs are often telling macro signals. Is it possible there might be a connection between the recent ATHs in Bitcoin and long JGBs? Some reports pointed to the US credit downgrade and Trump’s tax bill igniting fiscal worries. First of all, no macro trader ever sold a bond because of a credit downgrade and second, given S&P and Fitch had downgraded long before, it’s very hard to think of it as a surprise. Read more →
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