SignalPlus Daily Briefing(2024.09.02): Seasonally Worst
Last week was a relatively quieter week, where global equities basically retraced to their interim highs and US treasuries ending the month at the lower end of August range. Data…
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Last week was a relatively quieter week, where global equities basically retraced to their interim highs and US treasuries ending the month at the lower end of August range. Data…
So after a turbulent start to the month, we are entering the back half of the month as if nothing had really happened. Recession fears have subsided substantially thanks to…
Last week’s weak economic data represented by the US non-farm payroll and the manufacturing index sparked market concerns about an economic slowdown, leading to a continuation of global asset sell-offs…
Well, I surely hope we all like red, because it seems like we’ll be seeing a lot more of that everywhere. Friday’s weak NFP was the quake that up-ended macro…
Last week was a painful week for consensus macro themes, which saw many of the most popular trades (eg. High tech, USDJPY, etc) unwind dramatically and SPX realized vol jumping…