Jason Shapiro: It’s Too Early To Get Long Bonds

Jason Shapiro: It’s Too Early To Get Long Bon...

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The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup

The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Eur ...  Show more

The Only Way Out Is Through | Weekly Roundup

Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming proce ...  Show more

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