The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

The Massive Bond Short | “Recession Denier” J...

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Is The Fed Panic Already Fading? | Weekly Roundup

The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is re ...  Show more

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A New Era Is Beginning In Markets | Weekly Roundup

A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guid ...  Show more

 . 1h 4min

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