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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 10, 20253 min read


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 18, 20254 min read


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 17, 20252 min read


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 7, 20253 min read


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 12, 20253 min read


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 20, 20253 min read
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