Editorial
What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
Markets
69 articles
(Page 3)
Markets
Market Sell-Off: What's Next?
Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back
Markets
Capitalism at Work
We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.
Markets
Time to be Contrarian?
Given where consensus stands currently, what are the options for investors?
Markets
Yen Weakness, Why It Matters, and Recession Risks
We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.
Markets
Bitcoin in Q1: Outperforming Risk-On Assets
Despite the range-bound price performance, there is plenty to learn from Q1.
Markets
Markets in Q1: Inflation, Energy, and De-Globalization
We dive into the main themes coming out of Q1'22.
Markets
Recession Risk Indicator: Yield Curve or Inflation?
Should we look at the yield curve or at inflation levels to assess the real risk of a recession?
Markets
Bitcoin: The Macro Decoupling
We analyse the potential for Bitcoin to decouple from the current macro narrative.
Markets
Higher Rates, Peak Margins, and How We're Allocating
Peak profit margins and hawkish environment increase the downside risk of the liquidity trade, which still has a lot more to go.
Markets
The US Dollar in 2022: Cautiously Bullish
We look at what the USD did in 2021 and make the case for 2022.