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The Outlook: SPX and China
High level equity market thoughts looking out 6-18 months.
Oct 21
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The Carter
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The Outlook: SPX and China
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The WOTE Quant: October 16, 2024
The Waiting Place.
Oct 17
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The Carter
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The WOTE Quant: October 16, 2024
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Equities: On China QE Watch
Unleashing the "10% of GDP" bazooka.
Oct 16
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The Carter
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Equities: On China QE Watch
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Equities: All Eyes on the Chinese NPC
Big bang fiscal stimulus is very much in the works.
Oct 14
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The Carter
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Equities: All Eyes on the Chinese NPC
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Equities: China’s Stimulus Framework
Mapping out China’s fiscal stimulus framework ahead of tonight’s Ministry of Finance press conference.
Oct 12
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The Carter
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Equities: China’s Stimulus Framework
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Equities: BTFD in China
Disclaimer: For informational purposes only.
Oct 8
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The Carter
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Equities: BTFD in China
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FICC: Mr. Gallant Goes to Washington
The next leg of the Gold rally has been delayed.
Oct 8
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The Carter
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FICC: Mr. Gallant Goes to Washington
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FICC: Gold Looks Ready to Run. Again
The March/April analog is key.
Oct 7
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The Carter
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FICC: Gold Looks Ready to Run. Again
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Market Journal: The Week Ahead
Israel-Iran escalation risk and the Great Wall of China Worry.
Oct 6
•
The Carter
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Market Journal: The Week Ahead
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Israel-Iran: Going for the Jugular
Discussion about why a major escalation is likely and how to position.
Oct 5
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The Carter
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Israel-Iran: Going for the Jugular
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The Market: Look Outside SPOOZ
Disclaimer: For informational purposes only.
Oct 4
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The Carter
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The Market: Look Outside SPOOZ
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Equities: Oil Hedges Look Mispriced
Disclaimer: For informational purposes only.
Oct 2
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The Carter
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Equities: Oil Hedges Look Mispriced
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