And the markets focus a little difficult to pin down, it seems, Marc, today, lots of disparate conversations happening. I know that you're drawn to thinking about the relationship between the dollar and rates. And you see something interesting there, especially coming up to month end.Yes. A couple of things here. I think, first of all, the macro community is starting to warm up to the idea of playing for a bit more of a sustained dollar bounce.Now, short term, that is kind of helped by the idea that into mo ...

By Davide Barbuscia NEW YORK (Reuters) -Market euphoria could carry U.S. stocks another 20% higher before giving way to a collapse on the scale of the 1929 crash that ushered in a global recession, according to tail-risk hedge fund Universa Investments. The benchmark S&P 500 has gained about 13% this year, hitting a fresh record high on Monday after the Federal Reserve last week cut interest rates for the first time since December. The central bank has indicated more cuts are likely as it tries to cou ...

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