Tariffs are back in the spotlight this week
A new form of QE?
Deciphering predictable systematic cash flows.
Are risk assets about to have a moment? 👀
PLUS: Taking a look at market reactions to the conflict.
There’s an important Fed meeting this week
What we learned from the FOMC meeting
Should we be worried?
Breaking down yesterday’s CPI and what’s ahead
Why you should watch the copper/gold ratio
PLUS: How to spot end-of-month institutional rebalancing
Has anything actually changed?
