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All Reports:

Quant Market in Numbers: The Normal Expansion Accelerated in November

Dennis DeBusschere & Brian Herlihy December 2, 2025 3:51 PM

Pricing Lab data hint at resumption of goods price inflation, although at a less alarming pace than we saw during Q2.

Gerard MacDonell December 2, 2025 3:00 PM

From Bits to Atoms: The AI Infrastructure Shift From LLMs to VLAs

Jordi Visser December 2, 2025 2:01 PM

Another month of roughly flat applied tariffs

Gerard MacDonell December 2, 2025 1:46 PM

Stronger Growth Pushing Yields Higher Isn’t Bad for Risk at These Levels

Dennis DeBusschere December 2, 2025 8:01 AM

Derivatives Video – Trading a Violently Flat Tape & Potentially Higher Yields

Jeff Jacobson December 1, 2025 4:14 PM

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