Trading Desk Talk
Are rate hikes becoming easier to imagine than rate cuts?
Weekly Trading Desk Talk – Why Don’t You Get A Job?
Today's cycle is giving late 90s vibes.
Weekly Trading Desk Talk – Stop Me If You Think You’ve Heard This One Before
Headlines on the war truce continue to drive market movements.
Weekly Trading Desk Talk – Can You Take Me Higher?
The U.S. economy still looks resilient, but slowing consumer demand and uneven job....
Weekly Trading Desk Talk – Bad Case of Loving You
We examine healthcare job growth and the Treasury market reaction.
Weekly Trading Desk Talk – Now This Looks like a Job for Me
Downstream effects from the Iran war make economic forecasts tricky.
Weekly Trading Desk Talk – Allies, Anxiety, and America’s Debt
A look at the state of U.S. debt and Kevin Warsh's pending Fed....
Weekly Trading Desk Talk – Blowin’ Smoke
Are recent war-influenced forecasts underestimating growth?
Weekly Trading Desk Talk – Still Water Runs the Deepest
Investors remain on edge as a fragile ceasefire hangs in the balance.
Weekly Trading Desk Talk – Backwards
Economic policymakers are viewing the war as a transitory shock.
Weekly Trading Desk Talk – Most Likely You Go Your Way (And I’ll Go Mine)
We focus on interest rates and historical cycles of rising oil prices.
Weekly Trading Desk Talk – Try Everything
Inflationary fears creep back into the minds of investors and global monetary policymakers.
