Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
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Gamma has been rising on a one-month basis. This would normally lead to investment managers upping their stock exposure, but so…
"...the more durable expression is lower dollar rather than structurally lower rates..."
...generative AI is no longer the science project... It is the P&L...
Why investors may be overlooking the biggest risks facing today's markets.
How high can we push valuations before something snaps violently?
July has been marked by a sharp rise in factor volatility and corresponding deleveraging... Simplify your portfolio and…
