Trading Desk Talk
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.
Weekly Trading Desk Talk – Bye, Bye, Miss American Pie
Although two rate cuts were forecast not long ago, the market has changed.
Weekly Trading Desk Talk – Zombie
We closed out the first week of the conflict in Iran with global....
Weekly Trading Desk Talk — Sideways
The FOMC remains skeptical about the need for further cuts at the moment.
