Free clip: From win-win to lose-lose

  • Free excerpt from 11 Apr webinar
  • It's not just that tariffs are still not priced
  • The increasingly alarming price action in Treasuries and the $ threatens to take down other markets
  • Clients with One-on-One or Group Webinar subscriptions should log in to see the full replay

Once every decade or so, issues arise in financial markets which are so large that the price action in one market comes to dominate all others.

I joked on a call recently that I've spent a whole career specializing in sniffing out these potential blow-ups - from dot-com, to CDOs of ABS, to Lehman's repo funding, to sovereign debt sustainability - and that the blow-ups had been becoming steadily larger.

This increasingly feels like one of those times. And ironically it's not just the leveraged unwinds from hedge funds which are driving it.

This clip, of the first ten minutes of the webinar, is free to view. Clients with One-on-One or Group Webinar access should log in to be redirected to the full replay.

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