Imperial Circle Part 2: The Long US Asset/Short Global Growth Feedback Loop
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This post will not be based on any specific trade ideas but rather on what appears to be one of the more dominant macro themes out there and one I have been spending a lot of time looking at. Most of the things here are very well known, the world is very long US assets. However, I don't think many people are looking at the interconnectedness of it all, especially as it relates to the real economy.
Imperial Circle Part 2: The Long US Asset/Short Global Growth Feedback Loop
Imperial Circle Part 2: The Long US…
Imperial Circle Part 2: The Long US Asset/Short Global Growth Feedback Loop
This post will not be based on any specific trade ideas but rather on what appears to be one of the more dominant macro themes out there and one I have been spending a lot of time looking at. Most of the things here are very well known, the world is very long US assets. However, I don't think many people are looking at the interconnectedness of it all, especially as it relates to the real economy.