June 3, 2015 by Dan • Commentary

Its been a fun parlor game since the start of the Fed’s unprecedented policy of QE and ZIRP to predict what will happen to risk assets here in the U.S. once the central bank moves …

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May 27, 2015 by Dan • Commentary

The price action in risk assets in Europe and the U.S. yesterday was a fairly typical “risk off” day, the kind we had sort of forgotten. Strong dollar, strong treasuries, weak oil, down day in …

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