Central Bank Watch Overview:Fed policymakers have been speaking in very hawkish tones, dismissing the idea that the rate hike cycle is finished and that a pause is coming in early-2023.The hotter than expected...
Central Bank Watch Overview:The Bank of Canada is expected to raise rates by 50-bps when policymakers meet later this month.While the Reserve Bank of Australia and Reserve Bank of New Zealand won’t meet...
Central Bank Watch Overview:Ahead of likely recessions in the UK and the Eurozone, the Bank of England and European Central Bank are poised to raise rates to ward off inflation pressures.The BOE’s inflation...
A giant options transaction today that implied stocks could rally in coming months included buying 20,000 S&P 500 calls expiring in October with a strike price of 4,500 and 14,000 bullish contracts expiring...
More than anything else, expectations matter
The market is still repricing after being wrongfooted at Jackson Hole
Currencies are reflecting the latest pressures
There is a guiding principle to market behavior that rises above fundamentals, above...
