Why the Short Volatility Trade Is Back and Bigger Than Ever
There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivat...
29 Jan 202445min
Lots More on China's Moves to Create a Dollar Alternative
For years, people have been talking about the end of US dollar dominance or how some other currency could usurp its role around the world. But when it comes to global finance and trade, the dollar is ...
26 Jan 202430min
The Anonymous Meme Account Chronicling Credit Market Craziness
The past few years have been pretty wild for anyone working in credit, the business of selling and trading corporate debt. First you had the pandemic, which changed working patterns across Wall Street...
25 Jan 202440min
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come d...
22 Jan 202451min
The Moment That Boeing's Culture Started To Rot
On Jan. 5, the plug door of an Alaska Airlines 737 Max 9 blew out mid-flight, forcing the plane into an emergency landings with a large hole in fuselage. Miraculously, nobody was hurt or killed, but i...
19 Jan 202438min
US Oil Is Booming and It's Upending Global Markets
In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitability. Then the legs were kicked out from the industry, causing a massive bust and massive oversupply...
18 Jan 202440min
The Massive Economic Impact If China Invades Taiwan
A possible Chinese invasion of Taiwan has become a top-of-mind concern in defense and corporate circles in recent years. But what would such an attack actually look like? And what would be the economi...
15 Jan 202449min
Lots More on What's Hot at JPM's Health Conference
For anyone interested in investing in the health-care space, JPMorgan's annual Health Care Conference has become one of the most important events of the year. We were not able to get to San Francisco ...
12 Jan 202419min
