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Michael Kramer
Market Liquidity May Not Be Ample as Some Believe By Michael Kramer - Dec 05, 2024 4

yesterday, the VIX index was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the S&P 500 moved by 60 basis points instead of its usual 25 bps. With a Jobs...

James Picerno
Is US Economic Growth Accelerating in Q4? By James Picerno - Dec 04, 2024

The odds still look skewed toward a softer pace of expansion for fourth-quarter GDP. However, an upgraded nowcast from the Atlanta Fed hints at the possibility for something stronger. The regional...

Michael Lebowitz
The Dollar and Oil Foresee a Santa Rally for Bonds By Michael Lebowitz - Dec 04, 2024

Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the economy, the US dollar and oil prices are frequently well...

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