Solid equities, tighter HY spreads and favorable duration made for a good rebound week after the prior week’s beatdown.
Perfect timing for this, super insightful as always. Just curious, could you elaborate a bit on the 'Bessent et al. forked tounge' part?
Thank you.
Here are my Sep CPI estimates:
https://arkominaresearch.substack.com/p/sep-2025-cpi-estimate?r=1r1n6n
Perfect timing for this, super insightful as always. Just curious, could you elaborate a bit on the 'Bessent et al. forked tounge' part?
Thank you.
Here are my Sep CPI estimates:
https://arkominaresearch.substack.com/p/sep-2025-cpi-estimate?r=1r1n6n