10-12-2025
Stubborn inflation, K-shaped consumption and sectoral rotation will be among the dominant features of 2026
10-12-2025
This is the first holiday season without the de minimis tax exemption, a nearly century-old rule that allowed low-value goods to enter the U.S. tariff-free.
10-12-2025
Momentum trading strategies tend to amplify market moves into option expiry and UBS warns if the market has a 5% downtick, delta hedging could exaggerate that and make it much worse.
10-12-2025
“They have already paid the mortgage. It makes no sense to require them to ‘pay’ it again.”