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Posted last month

What’s driving the divergence between market implied inflation and real inflation on the ground in the US? We explain in our most recent research at Prometheus.

Check us out here: https://prometheusresearch.substack.com/p/the-misbehavior-of-market-implied?token=eyJ1c2VyX2lkIjoyNDg1MDQ1OSwicG9zdF9pZCI6MzE3MTQwMzIsIl8iOiJWanZxLyIsImlhdCI6MTYxMTI4NTI3NywiZXhwIjoxNjExMjg4ODc3LCJpc3MiOiJwdWItMjM4ODQwIiwic3ViIjoicG9zdC1yZWFjdGlvbiJ9.3o5hljA2TDvncXjN5oiDRJrFVMSZ3SlUiDEB1AqP3WI

Liked by Jeremiah S

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Portfolio ManagementMacroeconomicsCurrencyInsider TalksInvestment IdeasEquities

Posted 4 months ago

Here’s our latest thoughts on the dollar:

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MacroeconomicsCurrencyInsider TalksInvestment Ideas

Posted 5 months ago

If you want to bet on policy stimulus, bet on the assets that they are pointed towards. In today's On the Daily, we discuss why we aren't in favor or EMFX carry trades.

Liked by D Line

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Portfolio ManagementMacroeconomicsCurrencyCommoditiesStocksInsider TalksInvestment IdeasEquities

Posted 5 months ago

In the current regime, we think it makes more sense to normalise prices against liquidity, as opposed to normalising against earnings. We explain this in FXDD’s, On the Daily:

Liked by Xavier Mejido

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MacroeconomicsCurrencyInvestment IdeasEquities

Posted 5 months ago

The PBC stepped in to curtail gains in the Yuan. This makes sense from the perspective of stabilizing financial conditions and fixed income markets.

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Portfolio ManagementMacroeconomicsFiscal PolicyForex Investment Ideas

Posted 5 months ago

In today's On the Daily, we offer our thoughts on the ECB. We think it is inevitable the ECB will have to expand its asset purchase program in order to combat deflation.

Liked by Kathryn Esparza

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Portfolio ManagementCurrencyDerivatives & Options Trading Investment Ideas

Posted 5 months ago

No Fiscal Package => More QE => Higher Equities

Liked by Matthew Wong and 1 other

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MacroeconomicsCurrencyForex Investment Ideas

Posted 5 months ago

Here’s our most recent note from FXDD. It increasingly looks like the Fed is going to be forced into action. We share our thoughts on what that means

Liked by Marc Jackson and 1 other

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BondsPortfolio ManagementMacroeconomicsCurrencyInvestment Ideas

Posted 5 months ago

A Biden Presidency would basically mean fiscal QE is a reality. Estimates of his total plan range between $7 and $10 trillion. Here's the breakdown:

Liked by Master Of Money and 1 other

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Portfolio ManagementMacroeconomicsCurrencyStocks

Posted 5 months ago

Here's a fresh note from today. We offered our thoughts on volatility:

Liked by Jeremiah S and 3 others