Callum Thomas says the Fed may be near the end of its hiking cycle, but further rate increases could drive investor positioning and valuations to historic extremes and trigger a market reset. He also points to broad asset valuation shifts across bonds and equities.
published
Callum Thomas says the Fed may be near the end of its hiking cycle, but further rate increases could drive investor positioning and valuations to historic extremes and trigger a market reset. He also points to broad asset valuation shifts across bonds and equi
Latest documented BWB result
$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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