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Latest News
| Title | Published |
|---|---|
Markets Weekly Outlook: Get Ready For An Agitated FOMC Week | about 12 hours ago |
2026 Year-Ahead Outlook: Macro, Equities, Funds, RMBS, CMBS And CLO Insights Although there remain global risks, including geopolitical, outright recession risks in the US and globally appear relatively low in 2026. Read more here. | about 13 hours ago |
Weekly Commentary: Issues 2026 The UK's January Composite PMI index surged to a stronger-than-expected - and a 21-month high - 53.9. Read more here. | about 13 hours ago |
Polymarket For The Polycrisis What happens on prediction platforms like Polymarket doesnât stay on Polymarket, but jumps like a charged electron up a level or two to exert pressure on indexes like the S&P 500 | about 14 hours ago |
This Week In Markets: Geopolitics, More Selective AI Investment, Steady Macro Backdrop Escalating, then rapidly de-escalating, U.S.âEU tariff threats tied to Greenland triggered sharp volatility, technical damage, and a swift relief rally across risk assets. Read more here. | about 15 hours ago |
Volatility Fades As Markets Refocus On Fundamentals It was a volatile week in financial markets, largely driven by geopolitical developments. Read more here. | about 15 hours ago |
Data Update 2 For 2026: Equities Get Tested And Pass Again In this post, I will focus on US equities, starting with the indices and then deconstructing the data to see the differences in the cross-section. Read more here. | about 15 hours ago |
Markets Weekly Outlook: Get Ready For An Agitated FOMC Week
2026 Year-Ahead Outlook: Macro, Equities, Funds, RMBS, CMBS And CLO Insights
Although there remain global risks, including geopolitical, outright recession risks in the US and globally appear relatively low in 2026. Read more here.
Weekly Commentary: Issues 2026
The UK's January Composite PMI index surged to a stronger-than-expected - and a 21-month high - 53.9. Read more here.
Polymarket For The Polycrisis
What happens on prediction platforms like Polymarket doesnât stay on Polymarket, but jumps like a charged electron up a level or two to exert pressure on indexes like the S&P 500
This Week In Markets: Geopolitics, More Selective AI Investment, Steady Macro Backdrop
Escalating, then rapidly de-escalating, U.S.âEU tariff threats tied to Greenland triggered sharp volatility, technical damage, and a swift relief rally across risk assets. Read more here.
Volatility Fades As Markets Refocus On Fundamentals
It was a volatile week in financial markets, largely driven by geopolitical developments. Read more here.
Data Update 2 For 2026: Equities Get Tested And Pass Again
In this post, I will focus on US equities, starting with the indices and then deconstructing the data to see the differences in the cross-section. Read more here.