Tobias Davis Browse All Authors Top 3 quotes by Tobias Davis The oil market is just a mess and it all seems to be stemming from that. Tobias Davis company-news We're doing a lot of it now, especially on forwards and options there's a lot of benefit in settling direct in yuan. Interest rates are above 4 percent so while you're holding the position you get that interest rate carry. That offsets the marginally wider spreads you will get on the yuan compared to the dollar. Tobias Davis industrials Maybe it is denial that has kept markets from talking about it, but stagnation should be on the hymn sheet, i fail to comprehend how flat/falling U.S. inflation coupled with deteriorating external factors is an argument to hike rates. We are doing well to fend off deflation. Tobias Davis business
