We were looking for higher volatility in last week's piece and got it all in one serving. Risk/reward is tricky across asset classes now. This week we have a look at what might be next.
BY ERIC FILL
After the bull market in everything we have had the plunge. Now what?
MI2 Partners – Thoughts From The Divide: Spectacle
BY JON WEBB
Another week into Trump 2.0 and you’d be forgiven for starting to tune out some of the news around the administration. After all, nothing screams kabuki more than touting “yuge” concessions from the Canadian and Mexican governments that were already in the works… Admittedly it’s two birds with one stone (that was going to be thrown anyway) for the US’s neighbors, but it does make it hard to take the threat of tariffs seriously. That being said, while some of the spectacle is certainly theater, like a bullfight it does come with horns as markets and political actors react to the latest news.
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Nike, FedEx, and Micron: Setting the Tone for Q2 2025 Guidance
BY TEMATICA
Market Wrap What a difference a 30-minute conversation with fed chair Powell can make!…
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NDR Fixed Income Allocation Strategy November 2022 Update
BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update
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