After the worst month in the markets in a year, March opens down hard, but much better than pre-market lows....

In our February 3rd , we discussed the recent woes negatively impacting private credit funds. The concerns began last year with...

markets are set to open significantly higher following US and Israeli attacks on Iran. How sustained any spikes are depends on...

It is likely to be a busy and volatile week of trading, given rising geopolitical uncertainty, the Treasury’s unrelenting need...

The US dollar’s latest surge reflects geopolitical stress more than shifting rate expectations. As energy shocks ripple through markets, the...

India is considering returning to buying Russian amassed in floating storage in Asia as the war in Iran and Tehran’s...

China’s oil imports hit record highs in 2025 at 11.55 million bpd. Rising oil prices and surging freight rates may...

Escalation in the Middle East has reignited haven demand, sending gold and oil sharply higher. While the US dollar firmed,...

The United States and Israel launched coordinated military strikes on Iran - Operation Epic Fury - on February 28th, targeting...

The FX tape tells you everything about the character of this shock. We have not seen disorderl yair pockets across...