May 20, 2016 | Daily JAM, Morning Briefing, Short Term |
Step aside global central banks.It’s time for the pattern called risk-on/risk off to set the direction of global financial markets again. That’s where we are today now that markets have decided that programs of quantitative easing from central banks–the Federal Reserve, the Bank of Japan, and the European Central Bank–aren’t enough to drive economies or financial markets anymore
February 4, 2016 | Daily JAM, Morning Briefing, Volatility |
I argue in Juggling with Knives is that a period of high volatility changes how the market behaves. For example, we can expect correlations among asset classes to come together and then fall apart with increasing rapidity
January 25, 2016 | Daily JAM, Long Term, Volatility |
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December 15, 2015 | Daily JAM, Volatility |
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November 10, 2015 | Daily JAM, Volatility, You Might Have Missed |
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