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macro


Looking for Trade Deals
The S&P 500 is up nearly 25% since April 9 when President Trump announced in his now-famous Truth Social post that it was a “…great time...

Event-Driven.blog
Jul 103 min read
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Thinking about the Looming Tax Cuts
At year-end, taxes are scheduled to revert to their pre-2018 levels. This would mean a range of tax increases are on the horizon, with...

Event-Driven.blog
Jun 184 min read
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Event-Driven Hedge Funds Drive May Gains
Week after week, we show our readers a multitude of reasons why event-driven strategies are the coiled springs of investing — ready to...

Event-Driven.blog
Jun 172 min read
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International Trade Policy: Game of Chicken
Since their respective highs on February 19, the S&P 500 and Nasdaq Composite have fallen -13.7% and -19.3% through Friday, April 4....

Event-Driven.blog
Apr 73 min read
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No Trump Put, For Now?
The market narrative during the last month has been consistent with the expectation we shared in our last client letter, that policy...

Event-Driven.blog
Mar 123 min read
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Fed Policy & Market Whipsaw
Despite the fact that many leading economic indicators in recent years have been warning that a recession was just on the horizon, 2024...

Event-Driven.blog
Jan 203 min read
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