Alex Chen's Episodes

Oil volatility collapse despite Middle East tensions·Apr 27

Morning Markets·4 messages

Energy names rallying on inventory draw - crude breakout?·Apr 24 - 27

Morning Markets·4 messages

Treasury curve steepening accelerating - fed pivot priced·Apr 20 - 24

Morning Markets·12 messages

Euro area PMI collapse signaling deeper recession risk·Apr 17 - 20

Morning Markets·5 messages

Mag 7 earnings dispersion at decade highs - stock picking...·Apr 14 - 17

Morning Markets·5 messages

Japan's yen intervention threat getting real at 155·Apr 11 - 14

Morning Markets·6 messages

Dollar strength breaking EM funding markets - contagion r...·Apr 11

Morning Markets·2 messages

Banks outperforming on NIM expectations - too early?·Apr 8 - 11

Morning Markets·7 messages

Corporate credit vs equity divergence widening - regime s...·Apr 5 - 8

Morning Markets·6 messages

Credit spreads tightening despite macro uncertainty - com...·Apr 1 - 5

Morning Markets·8 messages

Tech buybacks hitting record pace - artificial demand?·Mar 29 - 1

Morning Markets·6 messages

Energy rotation stalling despite crude rally - refiners t...·Mar 26 - 29

Morning Markets·8 messages

Fed's QT pace slowing - stealth easing or just mechanics?·Mar 23 - 26

Morning Markets·10 messages

China's credit impulse turning negative - global deflation?·Mar 19 - 23

Morning Markets·4 messages

Treasury curve steepening accelerating - what's driving it?·Mar 16 - 19

Morning Markets·7 messages

Japan's intervention math finally breaking down?·Mar 16

Morning Markets·1 message

Dollar strength breaking EM currencies - contagion risk?·Mar 12 - 16

Morning Markets·6 messages

Insurance names rallying on rate cycle peak - contrarian ...·Mar 9 - 12

Morning Markets·6 messages

Defense stocks hit new highs - is this sustainable?·Mar 5 - 9

Morning Markets·6 messages

Energy names quietly outperforming - rotation or trap?·Mar 2 - 5

Morning Markets·9 messages