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LiquidityMarket Brief5 min readBy ContraHedge

Liquidity Conditions Tighten as Year-End Approaches

Fed funds futures pricing suggests 25bps cut by December, but real money flows tell a different story.

CreditMarket Brief6 min readBy ContraHedge

Credit Spreads: The Canary in the Coal Mine

High-yield spreads are flashing warning signals that equity markets are choosing to ignore.

Market PsychologyContra Take2 min readBy ContraHedge

Why the 'Soft Landing' Narrative is Dangerous

Markets love stories. This one's particularly seductive because it lets everyone pretend everything's under control.

CryptoContra Take3 min readBy ContraHedge

Crypto's Institutional Adoption: Substance or Spin?

BlackRock's spot ETF approval was celebrated as validation. But who's actually buying, and why?

Behavioral FinanceEssay15 min readBy ContraHedge

The Psychology of Market Extremes: From Euphoria to Despair

How behavioral patterns repeat across centuries, and why understanding them matters more than ever in our high-frequency world.

Monetary PolicyEssay18 min readBy ContraHedge

Monetary Policy in the Age of Abundance: Why Central Banks Lost Their Magic

How decades of unprecedented monetary stimulus have created a world where traditional tools no longer work as expected.