Forward Guidance

465 Avsnitt

1. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

   Publicerades: 2024-01-04
2. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

   Publicerades: 2024-01-02
3. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

   Publicerades: 2023-12-30
4. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

   Publicerades: 2023-12-25
5. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

   Publicerades: 2023-12-21
6. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

   Publicerades: 2023-12-19
7. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

   Publicerades: 2023-12-12
8. The Banking System Is Healing | Dan Siciliano & Michael Ericson

   Publicerades: 2023-12-11
9. Felix Zulauf: The End Of The Liquidity Cycle Approaches

   Publicerades: 2023-12-07
10. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Publicerades: 2023-12-04
11. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Publicerades: 2023-12-01
12. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Publicerades: 2023-11-29
13. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

    Publicerades: 2023-11-24
14. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Publicerades: 2023-11-21
15. Jason Shapiro: It’s Too Early To Get Long Bonds

    Publicerades: 2023-11-16
16. George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

    Publicerades: 2023-11-13
17. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Publicerades: 2023-11-10
18. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Publicerades: 2023-11-09
19. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Publicerades: 2023-11-06
20. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Publicerades: 2023-11-03