Tony discusses rate cuts, equity tailwinds, and an elevated pullback risk. He then shares a trade idea for a transforming investment bank and looks back on a recent trade for a global financial services firm.
It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping....
Tony discusses the fragile labor market and heightened volatility. He then shares a trade idea for a tech giant and looks back to a...
Markets have pulled back this week, but with the S&P 500 rallying around 30% over the last few months, some consolidation is to be...