6th August 2024
- Black-Swan Hedging Breaks Out on Wall Street After Manic Monday
Options shows strong demand for tail-risk protection in S&P
Renewed bout of volatility hits markets Monday as stocks slide
https://blinks.bloomberg.com/news/stories/SHRGN1T1UM0W
- Treasury Rally Ignites Debate on How Fast Fed Needs to Cut (3)
Two-year yield dipped below 10-year for first time since 2022
Traders are pricing in risk of a cut before September meeting
https://blinks.bloomberg.com/news/stories/SHS5SRT1UM0W
- $6.4 Trillion Wipeout Sows Fear ‘Great Unwind’ Is Just Starting
Worries of US slowdown, AI bubble drive global market rout
‘There are falling knives everywhere,’ one analyst says
https://blinks.bloomberg.com/news/stories/SHRYUTT0AFB4
- Sahm Sees US ‘Uncomfortably Close’ to Recession, Not in One Yet
Sahm says Fed is deliberate, but shifts tack when it needs to
The good thing is that the Fed has space to do ‘quite a bit’
https://blinks.bloomberg.com/news/stories/SHQZZXDWRGG1
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