Focusing on tail risks.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 68 | Subscribers | Read | curveadvisor.substack.com |
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I’ve been meaning to talk about steepening vs flattening for a while. I have mentioned for some time that the markets believe a Trump win is a steepener. Now that elections are just around the corner and Trump is the betting favorite, we ma...
We got firmer inflation data last week. This means we’ve reached two out of the three conditions necessary for a skip to be “likely” in my opinion. However, the Fedspeak has been mostly dismissal of the stronger employment and inflation dat...
Thoughts for an Important Week Ahead
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STIR prop trader focusing on assessing market probabilities and using nonlinear payout structures.
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