Sections: - Paradoxical world of global macro, short reflation and short spoos is not the same trade. - The European barbell, politics is a left tail. - UK v Europe, long policy flexibility v short policy constraints. - Yen with a Fed backstop, a "free" claim on US assets?
Macro in a State of Paradox
Macro in a State of Paradox
Macro in a State of Paradox
Sections: - Paradoxical world of global macro, short reflation and short spoos is not the same trade. - The European barbell, politics is a left tail. - UK v Europe, long policy flexibility v short policy constraints. - Yen with a Fed backstop, a "free" claim on US assets?