FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
GB • United KingdomMacro & Monetary DynamicsAnalysisfreemiumVerified Desk

Conks (Concoda)

Global Monetary Mechanics & Funding Markets

Deep-dive analysis of global monetary mechanics, repo markets, central bank operations and the hidden plumbing of the financial system. Formerly Concoda, now published as Conks with a paid Conks Pro tier.

TypeAnalysis
Asset ClassMacro, Fixed Income
NicheMonetary dynamics & repo plumbing
Birth Date2020
Price~$20/mo · $200/yr
HeadquartersLondon, UK
Tierbenchmark

Related Research Desks & Publications