The Daily Market Catch
Top market-moving themes and insights – Delivered free to your inbox.
The One Big Thing
“Just one-tenth (10%) of the US equity market’s trading volumes now comes from fundamental stock investors, with most of the rest coming from index derivatives and passive funds, according to data from JPMorgan and hedge fund Lucerne Capital.”
Not. Priced. In.
Barron’s points out that a 50 bp increase in the ten-year Treasury note implies a 4% decline in price.
Top Reads / Videos
For more charts and links like these check out my twitter feed.
To Great Fishing!
CIO LaDuc Capital LLC
Thanks for reading – Curious how I help active traders and investors like you? I fuse macro analysis with market-moving news, give it context and actively trade while supporting clients who do the same.
Become a Member – To get Samantha’s insights on macro inflection points and market-timing calls:
For Institutions – Gain from Custom Consulting and Allocated Trading