Sofocles at the Trading Pit: Stablecoins and Market Oxidation, Part III
I looked to my left, and Aeschylus was pointing to the following graph while asking what the implications would be as Japanese rates are rising. Could the upswing in the Japanese interest rates imply a market dislocation as traders sell US assets to buy Japanese bonds...Iran and the Day After: Peace, Covert Martyrdom Scenarios, and Potential Market Outcomes
It seems that now America owns Israel’s war. Will it also own the grounds for peace for a two-state solution that will satisfy the Arab nations? And could this endeavor represent a strategic misfiring by the US, taking its focus away from the long-term strategic pivot...Aeschylus at the Trading Pit: Market Oxidation, Part II
There is a drama around the markets’ trauma. Two contradictory messages are being sent simultaneously: Fear is dropping in the equity markets, which have erased losses and are turning positive for the year. At the same time, fear is rising in the global bond markets...Euripides at the Trading Pit: Market Oxidation, Part I
We live in an environment where the markets strive to remember, but forgetting might be preferable as it brings relief. It’s the twilight zone where the voice of silence carries a laughter that makes you cry. You want to take a deeper look but are terrified of...Sign Up for Our Publications
