Spot Light
- Markets Pricing in 5 Rate Cuts Next Year
Market Updates
- US Yield Curve Most Inverted Since 80s
- US Corporate Bond Spreads Grinding Tighter
- US Default Rates inching higher
- Rates And Equities On Different Pages
- Price/Equity Ratio Back To Expensive Territories
- Equities & Bonds Yield Less Than Treasuries
- China in a Liquidity Trap
- Equity L/S Managers Have Lagged the Market
Recent Trade Ideas
- Our team's recent trade ideas on various Live positions.
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