A few thoughts on the current global macro environment: - Europe needs to step up. A barbell strategy could be the best way to play it. - GBP chart is really interesting, what if it contains a larger macro message. - Single digit oil, inflation is tomorrows problem, it isn't todays.
Global Macro Thoughts
Global Macro Thoughts
Global Macro Thoughts
A few thoughts on the current global macro environment: - Europe needs to step up. A barbell strategy could be the best way to play it. - GBP chart is really interesting, what if it contains a larger macro message. - Single digit oil, inflation is tomorrows problem, it isn't todays.