sebastienpautrot

24 April 2025 From a behavioural perspective, a key feature of major market episodes is that investors tend to focus on a single story....

14 April 2025 We are in the ultimate game of chicken. The big picture question is who blinks first? Either something breaks and we plunge...

11 April 2025 As we indicated earlier this week, our sense is that the stress in bond and funding market liquidity probably motivated the...