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...
Today both the 5 year and 10 year inflation breakevens dropped quite significantly breaking out of their recent ranges.https://fred.stlouisfed.org/series/T5YIEhttps://fred.stlouisfed.org/series/T10YIEThis is likely one of the metrics the Fed has been monitoring to assess if...
