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Dear Cheap Convexity community, I started the Cheap Convexity blog two years ago now, in the middle of January 2021. It was a challenging time in my life, due to multiple personal factors. At that time, all I had was a growing twitter audience and a deep passion for macro. On the…
Jon Turek
2
NewTopCommunity
Where is the Fed as we enter 2023? As we enter 2023, in terms of Fed policy, things are actually fairly clear in a reaction function sense. The Fed is…
Jon Turek
Going into 2023 there are a few macro themes that I think are most relevant for markets going into the first quarter of this year. Markets seem to be…
Jon Turek
2
One of the more obvious themes of this year, has been central bank panic. In a year that will go down as one of the biggest aggregate tightening in…
Jon Turek
1
The Beginning of the End
Jon Turek
1
As many of you know, a big theme of this blog over the past couple months has been what is going on in Japan. The title of my last two Japan posts have…
Jon Turek
3
It’s been an exhausting few months for the UK. An energy crisis, Trussenomics, Kwasi Kwarteng, LDI blowups, BoE QE, BoE rate hikes and now the potential…
Jon Turek
1
While the dollar has been selling off quite meaningfully and the market continues to re-adjust post last weeks promising CPI data, I wanted to do a blog…
Jon Turek
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