Insights

"The Week That Will Be (" - 11th April 2021)

1. The US
US Retail Sales (Thursday) will be in focus for just how much the consumer rebounded following the receipt of their stimulus checks, and in the month after the terrible February weather.

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"Archegos is the Red Flag"

The fall of Archegos Capital looks like just another example of hubris. Wrong positions, wrong time. But the sheer scale and speed of the losses are a reminder of the dangers inherent to our allegedly risk-free markets.

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