Capital Flows Livestream: CPI, Iran - Will the VIX Blow out?
The next clearing event for markets
Capital Flows Livestream: CPI, Iran - Will the VIX Blow out?
I'm breaking down four themes that I think are getting underpriced by most market participants right now. Livestream starts in 10 minutes
WTI-Brent spread at its widest since 2008 -- what the physical market is telling us
Crude options open interest at all-time highs and why that matters for tail risk
CPI internals ahead of the March print -- energy drag vs sticky core
What the spike in Treasury vol is actually pricing in 10Y futures
FX and cross-asset risk premia repricing -- how it all fits together
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