Second Order Daily Market Brief

Second Order
  • 5.0 (1)
  • Investing

Concise daily macro and markets intelligence covering liquidity, volatility, rates, equities, commodities, FX, semiconductors, positioning, and cross-asset flows.

Episodes

  1. PCE Tests the AI-Led Risk Rally

    May 28

    PCE Tests the AI-Led Risk Rally

    Semiconductors are keeping equities firm, but oil and rates remain the macro constraint. Today’s core PCE print is the hinge for whether this rally broadens or turns into a tighter financial-conditions trade.

    8 min
  • 1 Episode

About

Concise daily macro and markets intelligence covering liquidity, volatility, rates, equities, commodities, FX, semiconductors, positioning, and cross-asset flows.

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