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Weekly Commentary: Dr. Jekyll and Mr. Hyde - Vimarsana News

Weekly Commentary: Dr. Jekyll and Mr. Hyde

We have a risk management balance to strike, and we think that slowing down at this point is a good way to balance the risks of over-tightening.

Weekly Commentary: SBF, FTX, And QE - Vimarsana News

Weekly Commentary: SBF, FTX, And QE

The FTX collapse has been called crypto's 'Lehman Moment.' The great crypto inflation is close enough to a direct offshoot of central bank QE. Read more.

Weekly Commentary: Derivatives, Squeezes and Fiascos Aplenty - Vimarsana News

Weekly Commentary: Derivatives, Squeezes and Fiascos Aplenty

Credit market rallies most in two years as inflation abates. The Goldman Sachs Short Index surged 10.9% Thursday, with a two-day 17.5% spike. Read more here.

Weekly Commentary: Powell Building Credibility - Vimarsana News

Weekly Commentary: Powell Building Credibility

Powell is an admirer of Paul Volcker’s fortitude, and he’s clearly drawing inspiration from the legendary Fed Chairman.

Weekly Commentary: Blinked - Vimarsana News

Weekly Commentary: Blinked

The S&P500 jumped 4.0% this week, boosting the index’s two-week rally to 8.9%. UK 10-year gilt yields sank 58 bps this week to 3.78%, with yields down 116 bps from October 12th highs.