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The Contrarian Edge

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November Financial Briefings

Liquidity regime overview and insights into market dynamics are essential for understanding current financial landscapes. Our credit spread map provides a detailed view of credit spreads and funding stress while offering a cross-asset analysis across equities, rates, FX, and commodities. This context helps in evaluating flows and positioning. Additionally, we assess tactical bias by identifying strengthening, weakening, and diverging signals in the market.

Week of November 02 (pdf)

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Week of November 10 (pdf)

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Week of November 16 (pdf)

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Week of November 23 (pdf)

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