Market Outlook PERHAPS, THE END OF THE BEGINNING The rise of authoritarian populist leaders like Donald Trump, Marine Le Pen, Norbert Hoffer, Nigel Farage, and Geert Wilders […]
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Commentary
Air Pockets of Volatility
The move lower in global equities in August and September caught many investors off guard. The shift in risk sentiment was widespread and relentless. The rally that followed in […]
Infinity Q Insights
The FOMC language was slightly more dovish than expected causing US equity investors to breathe a sigh of relief. The S&P 500 rallied 1.5% from mid-Wednesday to […]
Mexican 5 year CDS
We are adding a new macro position to our portfolio: long 5 year CDS on Mexico currently trading at 67 bps. The increase in growth expectations and […]