My Notes

Showing notes tagged with: Tariffs

Notes tagged with "Tariffs"

4/14/2024

Last week we had 'Liberation Day'. This week we had the reversal. Turns out the global economy can only handle so much liberation. The following is a compilation of stuff I've read on tariffs, the ec...

Tariffs

Coming Soon

Characterising the current US bear market

Coming Soon

Thinking about the outlook for US equities given recent turmoil

The debate over trade deficits

Coming Soon

Looking at the different arguments on whether the US current account deficit needs addressing (only including views of serious & reasonable people)

Basis trades, financial plumbing and stress indicators

Coming Soon

Stuff I have read on unwinding hedge fund basis trades in the Treasury market and other measures of market stress