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Cheap Convexity update
Dear Cheap Convexity community,
Jan 23, 2023
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Jon Turek
21
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Cheap Convexity update
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Fed Overview into 2023
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…
Jan 11, 2023
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Jon Turek
9
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Fed Overview into 2023
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4 Macro Themes for Q1
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…
Jan 4, 2023
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Jon Turek
10
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4 Macro Themes for Q1
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December 2022
2023: The Return of Central Bank Divergence
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…
Dec 21, 2022
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Jon Turek
9
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2023: The Return of Central Bank Divergence
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December FOMC Preview
The Beginning of the End
Dec 13, 2022
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Jon Turek
13
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December FOMC Preview
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Yen as a Potential 2023 Theme
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…
Dec 6, 2022
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Jon Turek
12
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Yen as a Potential 2023 Theme
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November 2022
How Much Further can the GBP Rally Go?
It’s been an exhausting few months for the UK.
Nov 23, 2022
•
Jon Turek
8
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How Much Further can the GBP Rally Go?
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The Dollar's Imperial Circle
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…
Nov 16, 2022
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Jon Turek
5
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The Dollar's Imperial Circle
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Has the Dollar Peaked?
I think one of the more topical questions in markets right now is the question of whether or not the US dollar has peaked. One of the more definitive…
Nov 9, 2022
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Jon Turek
11
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Has the Dollar Peaked?
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November FOMC Preview: Peak Pace but not Peak Terminal
We have come along way from September FOMC and Jackson Hole. Following these two episodes, markets panicked because the thought was a dropdown in the…
Nov 1, 2022
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Jon Turek
18
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November FOMC Preview: Peak Pace but not Peak Terminal
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October 2022
What is going on in Japan?
A couple months ago I did a blogpost called, “What if it Works?” The idea of the post was to first outline the potential next steps for the BoJ in the…
Oct 25, 2022
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Jon Turek
10
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What is going on in Japan?
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The Chances of a "Brainard Pause"
After being relatively quiet over the past few months, Brainard has now given two speeches in the matter of weeks that are pointing to her preference…
Oct 12, 2022
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Jon Turek
13
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The Chances of a "Brainard Pause"
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