Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
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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…
The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…
...markets reconcile ambition with economic scarcity...
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
