August 3, 2024 StoneX Strategy on Market Meltdown. Protection Pays. The cautionary trade we have been advising to clients has paid off. Now we look to what is next. Bear markets bring opportunities, but there is more froth to come off as the leveraged carry trade unwinds….

but there is more froth to come off as the leveraged carry trade unwinds… Prudence doesn´t mean being bearish👇x.com/KRooneyVera/st…

#ElFinancieroTV | El desplome de las bolsas de este #LunesNegro responde al riesgo de una recesión en Estados Unidos, los datos de empleo y el fortalecimiento del #yen: Kathryn Rooney Vera (Kathryn Rooney Vera), chief market strategist en StoneX Group Inc.. 📺: Sofía Villalobos

#ElFinancieroTV | Kathryn Rooney Vera (Kathryn Rooney Vera), chief market strategist en StoneX Group Inc., estima que el peso mexicano se desplomará tras este #LunesNegro por la apreciación del yen. 📺: Sofía Villalobos

It’s CPI Day tomorrow! Will inflation data set the stage for Fed rate cuts in September? 📊 Tune in as Jonathan Levin joins Allison Schrager and Kathryn Rooney Vera to break down the latest data: Wednesday, 8.25am ET x.com/i/broadcasts/1…

Kathryn Rooney Vera CPI DAY: 🍎 The food index ticked up by 0.2% 🚗 The motor vehicle insurance index rose 1.2% Tune in for live analysis on the latest inflation data: x.com/i/broadcasts/1…

As the September Fed cut (nearly certainly) looms, the StoneX Group Inc. Strategy team looked at what follows thereafter in risk assets – here, the S&P500. Interesting take-aways: After the first Fed cut: -Approximately 43% of the time (3 out of 7 instances) recession occurs

Join us this week for a dynamic virtual experience as Kathryn Rooney Vera joins the roster of speakers for the Powerful Investing & Trading Strategies Virtual Expo by MoneyShow. Gain expert insights from Kathryn as she discusses the US Election: Economic and Market Outcomes. Register

StoneX Chief Market Strategist Kathryn Rooney Vera says not much has changed fundamentally since the market melted down and then melted back up two weeks ago, and that the market is very sensitive to data releases at the moment, adding that volatility is pervasive. She spoke with

The reward-to-risk of the yen carry trade has deteriorated significantly over the past year—the carry has decreased and the expected volatility has increased. StoneX Group Inc.

Is the leveraged yen carry trade REALLY back? The latest CFTC data shows that speculators are actually net long the yen now, for the first time since March 2021. #JPY

Rate Cuts in Perspective—A Soft Landing for the Economy Would Mean Takeoff for Stocks. August 21, 2024 with contributions from our senior advisor Jon Hilsenrath We examined rate cut cycles during the past forty years and found significant variation in how they play through

See you tomorrow for an interactive exchange with Claudia Sahm and me. Register here to join: stonex.wistia.com/live/events/9y…

**"Fed, AI, and the Economy: Key Takeaways"** 1. “The market is going to be discerning between companies using AI as a buzzword versus real innovation.”* – On the AI-driven market surge. 2. *“The president can say anything... The question is, does the Fed feel the pressure to

We’re excited to share the second annual in person StoneX Speaker Series: Election Edition. This year’s event will include a “Pure Politics” discussion with Kellyanne Conway and James Carville on the US elections, plus a Markets Panel with @Point72’s Dean Maki, former WSJ Jon

TODAY at 11am ET an interactive discussion with Claudia Sahm, PhD. Initial jobless and ADP showing mixed data ahead of tomorrows NFP report

Here is the replay of yesterday's StoneX Speaker Series fireside chat with Dr. Claudia Sahm, covering the Sahm Rule and the US labor market more broadly. StoneX Group Inc. stonex.wistia.com/live/events/9y…