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The US And Then The Rest

By: Altegris Research (Curators) on 9/16/22 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 091622

 
RATES

Jerome Powell to the Rest of the World: Drop Dead | Bloomberg

 

 
CREDIT

Pimco bets on Russian debt recovery in CDS auction | IFR

 

 
FX

The Planet Has a Eurodollar Problem, Not a Dollar Problem | Real Clear Markets

 

 
MACRO

Global Instability and Software’s Opportunity | Palantir CEO Alex Karp and Stanley Druckenmiller | Palantir

 

 
DATA

The Billionaire Hedge Fund Manager Disrupting NFL Analytics | WSJ

 

 
INFLATION TRADE

Hartnett: We Just Had The First Major Credit Event Of The Energy Crisis Era | ZeroHedge/BofA

 

 
STOCK BUYBACK REGS & SPACS

The new tax on SPACs | Axios

 

 
ALTS

Hedge Fund Investors Look for Protection in Uncorrelated Strategies | Institutional Investor

 

 
TOKENIZATION

KKR makes its PE fund accessible to individuals via a tokenized fund | Pitchbook

 

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