Strong Data Has Markets Trimming Rate Cut Pricing
The US economy has seen a string of good data recently and it has markets dialing back their (aggressive) rate cut pricing.
Looking for Futures Arbitrage in the Stock Tape
We know that U.S. equity futures and S&P 500 index prices track each other very closely, so clearly arbitrage occurs. But how much does futures arbitrage add to stock volumes?
Third Quarter 2024 Review and Outlook
U.S. equities surged to new highs, fueled by sector rotation and broad participation, and the Federal Reserve commenced its long-awaited rate cutting cycle.
The Market Opportunity for Sustainability
TradeTalks highlights the renewed interest in nuclear energy and Tony Perrotta, Sustainability and Regenerative Economy Expert at PA Consulting, shares his insights on the current market opportunity for sustainability and…
4 Risks Fed Rate Cuts Could Help
The Fed’s rate hike cycle heightened (at least) 4 different risks to the economy. With the Fed pivoting to cutting rates, here’s how those risks should lessen.
The Impact of Elections on the Markets
There have been a lot of large countries with elections this year, but perhaps none will be more watched than the 2024 U.S. presidential election. Even though the actual election…
Navigating the Energy Transition and Power Grid Complexity
TradeTalks explores the complexity of the power grid and highlights Mekala Krishnan, Partner at McKinsey Global Institute, who shares her insights on navigating the energy transition.
Fed Goes Big to Start Rate Cut Cycle
Going for a jumbo 50bps cut might seem strange since the Fed left rates unchanged at their last meeting just seven weeks ago. So what changed?
Tick Sizes Are a Trade-off
We know tick sizes make a big difference to how stocks trade. Today, we highlight research that finds tick size and depth are a trade-off: smaller tick size reduces spread…
New Horizons for Climate Action
TradeTalks explores the latest developments with climate technology and highlights Tyler Rosenlicht, Head of Natural Resource Equities at Cohen & Steers, who shares his outlook for the energy market and…