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Cross-Asset Volatility

A monthly piece that delves into the relationships among asset classes and how their movements influence markets.

For the Good Times

September 2024

  • VIX is concerned
  • HY is unconcerned
  • Are they both correct?
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‘Tis the Season...for volatility

August 2024

  • The August poof
  • Will the volatility tradition endure?
  • Maybe a kinder, gentler, higher VIX
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Uncertainty Criss-Crosses Markets Causing Volatility to Jump

July 2024

  • A soft-landing may not be linear
  • The yen carry and dispersion trades begin their unwinds
  • Growth at a reasonable rate
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Heads, inflation
Tails, more inflation

June 2024

  • Keep an eye on Bonds
  • Both candidates are inflationary
  • The impact of higher term and inflation premium
Read more