April 12, 2019
Does reading about Brexit make you feel like a guest of Ramsay Bolton? This week we try to give you a clear account of what is going on and what to look for in markets. It won’t bring peace to the Seven Kingdoms, but it may answer some of your questions about Brexit
April 5, 2019
Several reports in the past month indicate that mortgage convexity hedgers are back. These reports bring up three important questions. First: what are mortgage convexity hedgers? Second: where did they go? Third: why do I care? At least two of these questions will be answered this week.
March 29, 2019
For much of the past few years grain markets have been like zombies wandering aimlessly. Some recent developments such as trade talks with China and floods in the Midwest may change that. It will be a nice break from Brexit.
March 22, 2019
Australia, Canada and Sweden don't have much in common. If those three countries came up as the Final Jeopardy answer it would be tough to come up with the right question. Perhaps, "what are three economies which have seen their once hot housing markets slow in the past two years?" would be acceptable.