China NPC meeting: Thoughts on the financial regulatory overhaul and Xi’s harsh tone for the US Michael Hirson March 7, 2023 4:50 PM
Equity Linked Strategies: A Deeper look at XRT vs SLP & Our Vega-Neutral Portfolio Dennis DeBusschere March 7, 2023 3:06 PM
Everyone Awaiting Powell & Payrolls – Recession Risk Declining, and a 25bp March Hike Remains the Base Case, Reducing USD and Treasury Yield Supports Dennis DeBusschere March 7, 2023 8:25 AM
Loosely Held Views Into Another Tough Macro Week – Not Too Hawkish Powell, and a Bias Toward Risk-On/Cyclicals Dennis DeBusschere March 6, 2023 8:05 AM