Trading Desk Talk 06/15/26

Markets are waiting, impatiently, for the Fed to move.

Trading Desk Talk 06/08/26

Today's cycle is giving late 90s vibes.

Trading Desk Talk 06/01/26

Headlines on the war truce continue to drive market movements.

Trading Desk Talk 05/25/26

The U.S. economy still looks resilient, but slowing consumer demand and uneven job....

Trading Desk Talk 05/11/26

We examine healthcare job growth and the Treasury market reaction.

Trading Desk Talk 05/04/26

Downstream effects from the Iran war make economic forecasts tricky.

Trading Desk Talk 04/27/26

A look at the state of U.S. debt and Kevin Warsh's pending Fed....

Trading Desk Talk 04/20/26

Are recent war-influenced forecasts underestimating growth?

Trading Desk Talk 04/13/26

Investors remain on edge as a fragile ceasefire hangs in the balance.

Trading Desk Talk 04/06/26

Economic policymakers are viewing the war as a transitory shock.

Trading Desk Talk 03/30/26

We focus on interest rates and historical cycles of rising oil prices.

Trading Desk Talk 03/23/26

Inflationary fears creep back into the minds of investors and global monetary policymakers.