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2 intelligence · 0 live wire items

Portfolio

Hold a dedicated liquidity sleeve and pre-define duration/FX response bands before the next high-information release.

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Curated desk

What changed

Meridian intelligence items for this topic, refreshed for the current desk date.

DecisionPortfolioNew today
Live desk · 3 sources

Portfolio construction should budget liquidity and event risk separately from thematic conviction

What changed

Live rates, equity and FX feeds show that event windows can reprice duration and currency faster than thematic narratives adjust.

Why it matters

Directly relevant to personal and institutional portfolio risk limits.

Action

Confirm cash and duration bands after today's Core PCE window; document invalidation levels.

High confidence
Portfolio
DecisionPortfolioUpdated
Live desk · 3 sources

Cross-asset coherence: equities, duration, FX and crypto risk must not be sized in silos

What changed

Live S&P, US 10Y, USDTRY, gold and crypto feeds can reprice together around the same inflation and policy windows.

Why it matters

Directly relevant to multi-asset portfolios and personal risk limits.

Action

Write a one-page post-PCE playbook with joint triggers across equities, duration and USDTRY.

High confidence
Portfolio