Correlations to Brent are back at the highs... making for a very hard trading environment where conviction is hard to find...
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...markets reconcile ambition with economic scarcity...
How high can we push valuations before something snaps violently?
The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…
...as if you needed another reminder to trust no one and do your own work.
"...the more durable expression is lower dollar rather than structurally lower rates..."
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…
