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Mark Rzepczynski

mrzepczynski.blogspot.com

2022

Philadelphia survey shows significant change in forecastsoriginal ↗
16 May 2022
Philadelphia survey shows significant change in forecastsoriginal ↗
16 May 2022
Living with a 60/40 portfolio - Ouch!original ↗
13 May 2022
Living with a 60/40 portfolio - Ouch!original ↗
13 May 2022
Learning and the unfolding of disaster events on market pricesoriginal ↗
13 May 2022
Learning and the unfolding of disaster events on market pricesoriginal ↗
13 May 2022
Fed "Behind the Curve" Template - A measure of what the Fed needs to dooriginal ↗
11 May 2022
Fed "Behind the Curve" Template - A measure of what the Fed needs to dooriginal ↗
11 May 2022
Corporate bond issuance and trading impacted by Fed policy and inflationoriginal ↗
11 May 2022
Corporate bond issuance and trading impacted by Fed policy and inflationoriginal ↗
11 May 2022
Removing the punchbowl moment with QT - Impact not as strong as inflation expectationsoriginal ↗
10 May 2022
Removing the punchbowl moment with QT - Impact not as strong as inflation expectationsoriginal ↗
10 May 2022
Where are consumers spending? It matters for marketsoriginal ↗
9 May 2022
Where are consumers spending? It matters for marketsoriginal ↗
9 May 2022
Can we measure whether the Fed is "behind the curve"original ↗
7 May 2022
Can we measure whether the Fed is "behind the curve"original ↗
7 May 2022
China tail risk for global economyoriginal ↗
7 May 2022
China tail risk for global economyoriginal ↗
7 May 2022
Bond Vigilantes - They are backoriginal ↗
6 May 2022
Bond Vigilantes - They are backoriginal ↗
6 May 2022
What a difference a day makes - Major reversal after Fed rate hikeoriginal ↗
5 May 2022
What a difference a day makes - Major reversal after Fed rate hikeoriginal ↗
5 May 2022
The forward guidance - Fed not actively considering 75 bp hikeoriginal ↗
4 May 2022
The forward guidance - Fed not actively considering 75 bp hikeoriginal ↗
4 May 2022
Asset class performance - Nothing good about the numbersoriginal ↗
2 May 2022
Asset class performance - Nothing good about the numbersoriginal ↗
2 May 2022
No protection across asset classes and equity stylesoriginal ↗
1 May 2022
No protection across asset classes and equity stylesoriginal ↗
1 May 2022
Trend futures model stable as we enter new monthoriginal ↗
1 May 2022
Trend futures model stable as we enter new monthoriginal ↗
1 May 2022
Trend models tell the same story - No gain from diversificationoriginal ↗
1 May 2022
Trend models tell the same story - No gain from diversificationoriginal ↗
1 May 2022
Inflation is a global problem well before the Ukraine Waroriginal ↗
28 Apr 2022
Inflation is a global problem well before the Ukraine Waroriginal ↗
28 Apr 2022
Long-term monetary policy and asset valuation - Dovish and hawkish regimesoriginal ↗
28 Apr 2022
Long-term monetary policy and asset valuation - Dovish and hawkish regimesoriginal ↗
28 Apr 2022
Inflation persistence - It is not going away even with an aggressive Fedoriginal ↗
25 Apr 2022
Inflation persistence - It is not going away even with an aggressive Fedoriginal ↗
25 Apr 2022
The liberal world order and global arbitrageoriginal ↗
22 Apr 2022
The liberal world order and global arbitrageoriginal ↗
22 Apr 2022
Chairman Powell - Multiple 50 bp increases comingoriginal ↗
22 Apr 2022
Chairman Powell - Multiple 50 bp increases comingoriginal ↗
22 Apr 2022
Trading trends and exploiting volatility differencesoriginal ↗
21 Apr 2022
Trading trends and exploiting volatility differencesoriginal ↗
21 Apr 2022
Stocks don't react early to a recession - new evidenceoriginal ↗
21 Apr 2022
Stocks don't react early to a recession - new evidenceoriginal ↗
21 Apr 2022
Equity convexity value - Holding positive gamma conditional on the macro environmentoriginal ↗
20 Apr 2022
Equity convexity value - Holding positive gamma conditional on the macro environmentoriginal ↗
20 Apr 2022
Increased corporate credit risk - A fall-out from QEoriginal ↗
19 Apr 2022
Increased corporate credit risk - A fall-out from QEoriginal ↗
19 Apr 2022
Fin-Fi (Financial Fiction not Sci-Fi Science Fiction) - Just speculation without focusoriginal ↗
18 Apr 2022
Fin-Fi (Financial Fiction not Sci-Fi Science Fiction) - Just speculation without focusoriginal ↗
18 Apr 2022
Reputation risk matters - Do investors focus on these risks?original ↗
14 Apr 2022
Reputation risk matters - Do investors focus on these risks?original ↗
14 Apr 2022
Financial risk, risk appetite, and sovereign spreadsoriginal ↗
14 Apr 2022
Financial risk, risk appetite, and sovereign spreadsoriginal ↗
14 Apr 2022
You are not the boss, the market situation is the bossoriginal ↗
7 Apr 2022
You are not the boss, the market situation is the bossoriginal ↗
7 Apr 2022
Fed balance sheet reduction - A cautious approachoriginal ↗
6 Apr 2022
Fed balance sheet reduction - A cautious approachoriginal ↗
6 Apr 2022
"Only the Paranoid Survive" Revised - Be on guard for strategic inflection pointsoriginal ↗
5 Apr 2022
"Only the Paranoid Survive" Revised - Be on guard for strategic inflection pointsoriginal ↗
5 Apr 2022
Vertical integration reversal - debundling and paying for all embedded servicesoriginal ↗
4 Apr 2022
Vertical integration reversal - debundling and paying for all embedded servicesoriginal ↗
4 Apr 2022
Eurodollar option - Open interest switching to lower strikesoriginal ↗
2 Apr 2022
Eurodollar option - Open interest switching to lower strikesoriginal ↗
2 Apr 2022
The heavy hand of dealers and managed money (commitment of traders) in futures tradingoriginal ↗
2 Apr 2022
The heavy hand of dealers and managed money (commitment of traders) in futures tradingoriginal ↗
2 Apr 2022
Equity opportunities in sector and country exposuresoriginal ↗
1 Apr 2022
Equity opportunities in sector and country exposuresoriginal ↗
1 Apr 2022
Commodities up, bonds down, and stocks mixed - An inflationary war environmentoriginal ↗
1 Apr 2022
Commodities up, bonds down, and stocks mixed - An inflationary war environmentoriginal ↗
1 Apr 2022
Grain stocks and planting - Mixed with no large war response in planting expectationsoriginal ↗
31 Mar 2022
Grain stocks and planting - Mixed with no large war response in planting expectationsoriginal ↗
31 Mar 2022
2-10-year Treasury spread not as predictive of recessions as short-term spreadsoriginal ↗
29 Mar 2022
2-10-year Treasury spread not as predictive of recessions as short-term spreadsoriginal ↗
29 Mar 2022
The abnormal curvature flex in the yield curveoriginal ↗
28 Mar 2022
The abnormal curvature flex in the yield curveoriginal ↗
28 Mar 2022
Asset class performance - A new commodity super-cycle?original ↗
28 Mar 2022
Asset class performance - A new commodity super-cycle?original ↗
28 Mar 2022
The dynamics of oil is always connected to inventoriesoriginal ↗
28 Mar 2022
The dynamics of oil is always connected to inventoriesoriginal ↗
28 Mar 2022
Hard versus soft data - The impact of expectationsoriginal ↗
28 Mar 2022
Hard versus soft data - The impact of expectationsoriginal ↗
28 Mar 2022
The changing dynamics of risk between stocks and bondsoriginal ↗
28 Mar 2022
The changing dynamics of risk between stocks and bondsoriginal ↗
28 Mar 2022
Sector Rotation and Inflation - A different form of diversificationoriginal ↗
27 Mar 2022
Sector Rotation and Inflation - A different form of diversificationoriginal ↗
27 Mar 2022
What I learned from Ned Johnson during my days at Fidelity - Kaizenoriginal ↗
27 Mar 2022
What I learned from Ned Johnson during my days at Fidelity - Kaizenoriginal ↗
27 Mar 2022
The "happy age" before WWI and the new globalization "dark ages"original ↗
26 Mar 2022
The "happy age" before WWI and the new globalization "dark ages"original ↗
26 Mar 2022
All commodities are not the same in response to the Ukraine-Russia Waroriginal ↗
25 Mar 2022
All commodities are not the same in response to the Ukraine-Russia Waroriginal ↗
25 Mar 2022
Global financial condition dispersion increasingoriginal ↗
25 Mar 2022
Global financial condition dispersion increasingoriginal ↗
25 Mar 2022
Global food and commodity fall-out from the Ukraine-Russia War is significantoriginal ↗
25 Mar 2022
Global food and commodity fall-out from the Ukraine-Russia War is significantoriginal ↗
25 Mar 2022
Fertilizer is a critical farm input and important to watch this yearoriginal ↗
24 Mar 2022
Fertilizer is a critical farm input and important to watch this yearoriginal ↗
24 Mar 2022
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