Featured
The Latest
-
|
US Policy Uncertainty and the Dollar: A Tale of Two Scenarios
As we enter the new year, the world is abuzz with uncertainty. From US policy on Venezuela and Greenland to… READ MORE
-
|
Shanghai’s Unprecedented Melt-Up Continues: 17 Straight Sessions Without a Bearish Candle
Shanghai, China’s financial hub, has been experiencing an unprecedented melt-up in the stock market. The latest breakout has pushed the… READ MORE
-
|
Unlocking the Power of Mortgage Holdings: How a $200bn Build Could Impact Convexity Hedgers and Market Dynamics
In a recent note, Goldman Sachs examines the potential impact of a significant build-up in mortgage holdings on the market… READ MORE
-
|
Unlocking the Power of Mortgage Convexity Hedging: How Goldman’s Estimates Can Impact Market Participants
In a recent note, Goldman Sachs estimated that a $200 billion build in mortgage holdings could boost the holdings of… READ MORE
-
|
Consumer Sentiment and Investor Activity: A Closer Look
Activity on the desk in Industrials was consistent with broader market performance, but there were some notable differences in investor… READ MORE
IBAFIN 