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November 18: The Week Ahead

BY TEMATICA
In this edition of The Week Ahead, Tematica’s Mark Abssy discusses what happens when the “Trump Bump” meets up against a hawkish Fed. Also, how proposed cabinet posts and overall Trump administration expectations are shaping not just government but also markets, including crypto. Read more →

NDR Dynamic Allocation Strategy November 2022 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

Thoughts From The Divide: Collateral Damage – May 31 2024 – MI2 Partners

BY JON WEBB
If this week’s title sends a small shiver down your spine, you may be in the Real Estate/lending business. Sadly, there doesn’t appear to be any quick or easy cures, which is perhaps unsurprising as the hits keep coming. Bank OZK is the latest example, getting slammed after a Citi analyst noted “substantial concerns” over the company’s “largest individual loan… and Life Science construction lending in general”. Some might think the residential side is also showing some cracks, with pending home sales slumping to the “lowest level since the start of the pandemic”, and with an increasing number of listings opting to cut prices. The latter metric might itself be muted by the number of listings getting pulled… Cheery stuff! Read more →
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