Insights · Commentary
Market commentary and perspective from Chief Investment Officer Scott Smith.
I wrote a note just over two years ago about the Chinese investment landscape, and how the sweeping regulatory reforms that were enacted in early 2022 would likely act as a drag on equity multiples and investor sentiment. Fast forward to today and investor sentiment has improved little. Since the en
Please fasten your seatbelts and return your tray table to its full upright and locked position. Hopefully, the economy isn’t flying on a Boeing 737 MAX… Financial markets hit some turbulence yesterday, with both equities and bonds seeing broad based selling pressure after a warmer than anticipated
The U.S. Treasury sold a record $42 billion of 10-year notes on Wednesday and, much to relief of bond bulls, the auction saw strong demand with a bid-to-cover higher than the average over the past six auctions. The auction also stopped through, which means that the highest yield resulting from the a
Check out this great podcast from Bloomberg Odd Lots and Kris Sidial on the growing popularity of options trading! Kris Sidial notes that along with overall option volume growing, the market maker ecosystem has become more concentrated, increasing the risk of positioning pressure should there be an