Market AnalysisYen up, US equity indexes down – chicken, egg, dog, tail … bad session for risk againadminFffFF0or31rMarch 11, 2025 by adminFffFF0or31rMarch 11, 202509 The Trump recession narrative has taken hold after Tuesday US trade; As Adam said in that post, FX wasn’t where the pressure was felt, but...
Market AnalysisHere are the 3 biggest risks (and 1 tail risk) worrying fund managers for the year aheadadminFffFF0or31rJanuary 23, 2025 by adminFffFF0or31rJanuary 23, 2025020 According to Bank of America’s January global fund managers’ survey, the biggest threats to risky assets in 2025 are a sharp rise in bond yields,...