Why the 2025 Santa Rally Masks a Looming 2026 Refinancing Cliff
The holiday season impacts investor sentiment and market strategies.
Tag: market-reflections
The Santa Rally is Dead and the Yen Carry Trade is the Killer
Market reflections reveal insights for investors this holiday season.
The Fragile Calculus of Year End Liquidity and the Sovereign Debt Trap
Investors reflect on performance and future strategies during the holiday season.
The Fragility of the Neutral Rate and the 2026 Maturity Wall
Financial markets show mixed signals as year-end approaches.
The Ghost of Plastic Present and the Looming Credit Hangover
Investors reflect on holiday trends and market dynamics.