Imran Lakha of Options Insights uses cross-asset volatility to build a macro trading framework. He looks at changes in volatility through time and price to build a picture of market positioning and sentiment.
In this interview, Imran explains why there is a widening gap between bond and equity volatility and why investors should use equity sub-sectors to gauge sentiment.
Will this be a permanent change in the relationship or will the old trends reassert themselves? If they do, is equity volatility too low or bond volatility too high?
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.
