EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

This Time It Is Different (Part 2)

Aitken Advisors

Fri 18 Nov 2022 - 15:00 GMT / 10:00 EST

Topics

The question is not whether CCP margin is to “blame” for the dash-for-cash

the question is does the system have enough liquidity ready in the right places to respond to derivative market volatility, without adverse consequences for financial stability

James believes the answer is no, and that the LDI debacle is therefore a metaphor for non-linear risk unwinds to come