Year-End Macro Wrap

Are AI Stocks in Danger?

All Eyes on Rate Cuts?

What's Going on with JPY Carry Trade?

Will the Fed Cut in December?

Fed Cuts Coming or Crisis Brewing?

The Printer Is Coming

Is China Winning the Trade War?

The Tariff Battle Heats Up

Are We in an AI Bubble?

Bitcoin Soars, Japanese Bonds Buckle

Fed Cuts, Flash Crash, and Geopolitics

Most-Hated Rally Ever?

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

Crypto Volatility, China Rallies... Is the U.S. Next?

Strong Dollar Means Weak Dollar?

Global Trade Rewired

Iran Tensions Over?

Geopolitics Driving Markets Again

Ukraine strikes and the state of sanctions