These Are The Top Volatility Events Of The Second Half

"The time period from August 27th (this year's Jackson Hole symposium has been physically canceled but it will still take place by zoom one imagines) to Sept 29th (1st Presidential Debate) packed with "volatility opportunities."

  • Jul 16, 2020 2:40 PM

Calibrating The Craziness

Fundamentals really don’t matter much in this environment and as result, stock prices have little information content...

  • Jul 16, 2020 10:26 AM

ECB Preview : The Calm Before The Storm

 

The ECB is likely to remain on alert as the second economic wave of the COVID-19, characterized by business restructuring and permanent closures, is about to hit the Eurozone and fragilize the banking sector.

  • Jul 15, 2020 8:30 PM

Civil Unrest

At the moment there is this sharp contrast between the economic data and stock price levels on the Bloomberg screens and the images and discussions on TV

  • Jul 15, 2020 8:10 PM