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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.

Taiwan
Australia
Shanghai
China
United-states
United-kingdom
Brazil
Delaware
Beijing
California
Odesa
Odes-ka-oblast

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.

Taiwan
Nevada
United-states
Greenland
Shanghai
China
Hong-kong
New-bank
Indonesia-general
Indonesia
Brazil
Czech-republic

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.

Latvia
Australia
Greenland
Shanghai
China
United-states
United-kingdom
Hong-kong
Brazil
Beijing
Czech-republic
California

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.

Taiwan
Australia
Shanghai
China
United-states
United-kingdom
Hong-kong
Wenxin
Hainan
Faulconbridge
New-south-wales
Brazil

Weekly Commentary: New Cycle Realities

Years of unprecedented monetary inflation created false realities. UK’s Barclays Bank CDS jumped 11 to 147 bps, the high back to July 2013.

Taiwan
Shanghai
China
United-states
Whale-rock
Tasmania
Australia
Belarus
Naura
Ha-afon
Israel
Brazil

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