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March is historically a solid month for stocks

00:01 - 03/03/22

The US government needs to ban US investment in China defense stocks. Goldman Sachs is recommending them as a hedge against geopolitical tensions

As tensions boosts oil and inflation expectations, Treasury Breakeven rates are rising. While nominal yields fall. The net effect, is that real yields have dropped 80bps unwinding any tightening achieved thus far by the Fed. Unless stocks collapse, this isn't sustainable.

Russia invasion continues, commodities surge again, and more firms leave Russia. Here's what is moving markets

Total put option volume (30d average shown) has spiked to record high