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Strange


Total Posts: 1434
Joined: Jun 2004
 
Posted: 2018-05-08 15:00
Who produces good sell-side research these days, especially in liquid rates (not macro, but more flow and technical oriented) and (again, technically driven) volatility in any asset class? I have not seen anything good for a while from the guys I normally follow (not gonna say who so I get unbiased opinions)

I don't interest myself in 'why?'. I think more often in terms of 'when?'...sometimes 'where?'. And always how much?'

chiral3
Founding Member

Total Posts: 5060
Joined: Mar 2004
 
Posted: 2018-05-08 15:31
I like DB rates research (NY). Goldman and JPM vol research isn't bad.

Nonius is Satoshi Nakamoto. 物の哀れ

Strange


Total Posts: 1434
Joined: Jun 2004
 
Posted: 2018-05-08 15:47
Thanks! Is DB research more along the lines “fed is gonna hike because of X “ or “here is how auctions supply effect the curve”? In short, is it mostly macro driven for directional players or more RV oriented?

I don't interest myself in 'why?'. I think more often in terms of 'when?'...sometimes 'where?'. And always how much?'

Jurassic


Total Posts: 136
Joined: Mar 2018
 
Posted: 2018-05-09 20:00
Does anyone know if you can get any of the vol research online??

AndyM


Total Posts: 2330
Joined: Mar 2004
 
Posted: 2018-05-11 09:46
I'd say DB is more RV-orientated, with a sprinkling of macro on top. I think they're probably the best of the bunch; at least they make it look like they put some effort in.

I used to be disgusted; now I try to be amused...

Strange


Total Posts: 1434
Joined: Jun 2004
 
Posted: 2018-05-13 08:15
> I'd say DB is more RV-orientated, with a sprinkling of macro on top. I think they're probably the best of the bunch; at least they make it look like they put some effort in.

Thanks!

I don't interest myself in 'why?'. I think more often in terms of 'when?'...sometimes 'where?'. And always how much?'

tbretagn


Total Posts: 260
Joined: Oct 2004
 
Posted: 2018-05-13 19:24
I second db (konstam and kocic esp) for the fun stuff. I like the citi guy doing us short rates which is very good.
Other than that to be fair it’s pretty low key.
Flows and liquidity from jpm is a good source as well esp as it’s cross assets.
Japan eco research from gs (which then needs to be distilled to other economies).
To be fair a lot of stuff is really tun of the mill and feels like trying to sell complicated trades for the guys who don’t trade the asset class.
I’d love to see good cross asset research but it’s hard to find.


Et meme si ce n'est pas vrai, il faut croire en l'histoire ancienne

Martinghoul


Total Posts: 866
Joined: Oct 2008
 
Posted: 2018-06-09 12:36
Nobody, and I mean that...

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