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Trades
Trades Product Counterpoint nethmal.chandr… Wed, 05/13/2026 - 12:01 Excel File

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Questions From The Old Continent
Questions From The Old Continent elene@bcaresea… Wed, 05/13/2026 - 12:00 Authors [email protected]

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Trades
Trades Product Global Fixed Income Strategy Anonymous (not verified) Wed, 05/13/2026 - 11:34 Excel File

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From Hormuz to Westminster: US-China Talks and UK Political Risk
From Hormuz to Westminster: US-China Talks and UK Political Risk Top Takeaways PPI adds little beyond CPI; bond reaction is measured; PCE likely stays firm on tech-heavy weights. Hormuz dominates Trump’s China trip; Matt sees a one-third chance of a strategic bargain. Tactics diverge: Jonathan favors swift U.S. coercion; Matt anticipates near-term escalation absent progress. ...

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Trades
Trades Product Commodity & Energy Strategy Anonymous (not verified) Wed, 05/13/2026 - 10:00 Excel File

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