Sitemap - 2024 - Capital Flows

Macro Report/Insights: Equities and Steepeners

Week Ahead: Trades, Geopolitical Risk, Alpha

Interest Rate Report: Volatility!

Brainstorms: Genius

Trades: Updates

Macro Report/Insights: Semi's positioning

Trades: Updates

Trades: Alpha Report and Week Ahead

Brainstorms: Be careful what you know

The Research HUB: The UK and GBP

Macro Insights/Report: Market Volatility

Brainstorms: When do we enter "the end game"

Macro Webinar: Macro Views, Market Flows and Q&A

Asset Class Report: Bonds and FX

Trades: Updates

Brainstorms: Telephone, Macro Webinar

Trades: Alpha Report, Week Ahead, Macro Convo

Trades: Alpha Report

Macro Report/Insights: Lots of $ in the system

Comprehensive Macro Report

Brainstorms: What is unseen

Trades: Updates

Macro Video: Post FOMC Thoughts and Macro Principles

Trade Updates / 1 Year Of Capital Flows Complete

Inflation Playbook

Trades: Opening Alpha Trades

Macro Report/Insights: Semi's positioning

Trades: Alpha Report and Week Ahead

Trades: Bonds

Trades: FX

Trades: Alpha Report

How Much Cash Is Really On the Sidelines?

Trades: Commodities

Trades: Week Ahead and Alpha Trades

Macro Alpha Webinar With Prometheus Research

Brainstorms: Returns and Volatility

Brainstorms: Options and Vol Compression

Asset Class Report: Bonds, Equities, Quant Signals

Podcast With Paper Alfa

The Research Hub: Intraday Liquidity Provision

The Research HUB: FX

Trades: Factor Flows, Macro, Week Ahead

There is NO Debt Problem

The Research HUB: Inflection Points

Macro Report/Insights: PCE, Bonds and Equity Views

The Research HUB: Carry

Macro Report/Insights: Inflation Trades

The Research HUB: Regime Alignment

Asset Class Report: Credit

Brainstorms: The Path

Video Breakdown: Trading Lessons, Macro Views and a Spicy Take

Brainstorms: Macro View, Lessons Learned, Focus

Bond View Update!

The Research HUB: How to use ChatGPT for economic data

Asset Class Report: Bonds / Equities / Trade Ideas

Brainstorms: The silent professional

Macro Report/Insights: Nominal Cash Flows

Trade: Post CPI

Macro Webinar #3: Recording

Week Ahead: CPI And Trades For The Week

Brainstorms: Risk Taking, Innovation, and Expectations

Macro Webinar #3

Trade: Update

Trade: Open

Brainstorms: Identifying Edge

Macro Insights/Report: CPI Set Up

Comprehensive Macro Report: Capital Flows

Trades: Update

Trades: Update

Trades: Updates/New position

Asset Class Report: Bonds and Inflation

Country Primer: India

Macro Insights/Report: Long Bonds Update

Brainstorms: A Personal Story

Macro Insights/Report: Macro tensions people are missing

Country Primer: Argentina

Country Primer: Brazil

Trades: Putting Up Risk / Catalysts This Week

Quantitive Signals: Stocks, Bonds and FX

Macro Insights/Report: The next move for equities

Trade: Update

Week Ahead: Goldilocks Reversal

Big Announcement! Equity Alpha!

Macro Report/Insights: Rate Cuts/Speed

Macro Report/Insights: Video Charts Update

Trade: Update

Macro Report/Insights: What is the probability of a recession?

Trade: Update

Trade: Update

Asset Class Report: Bonds

Brainstorms: How to take macro bets in life

Trade: New Position

Macro Report/Insights: Yield Curve

Trade: New Position

Trade: Update

Macro Webinar #2: Recording

Comprehensive Macro Report: Structural Support and Cyclical Trends

Trade: Update

Macro Report/Insights: Cross Asset Volatility

Trade: Update

The Research HUB: Be an exceptional contingency planner

Week Ahead: Labor Market Data, ISMs, FOMC Minutes