"...the more durable expression is lower dollar rather than structurally lower rates..."
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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…
How high can we push valuations before something snaps violently?
Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
July has been marked by a sharp rise in factor volatility and corresponding deleveraging... Simplify your portfolio and…
"The Treasury can address market plumbing, but it cannot buy back geopolitical risk, inflation risk or fiscal arithmetic."
...for a market yet-again worrying about a hypothetical “loss of control” with US Treasury Yields...
