Trading Desk Talk
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.
Weekly Trading Desk Talk – Viva La Vida
Viva La Vida Despite warmer weather, our markets felt cold last week. Maybe....
Weekly Trading Desk Talk – Friday
Friday Last week was historical from at least three standpoints: 1) Ben Ogden....
