The one trade now in global macro is, can policymakers continue to get whatever outcomes they want. Sections: - For the market, skew has mattered more than expectations - Macro in a world of policy omnipotence - The last idiosyncratic rates trade, China
Macro in a World of Policy Omnipotence
Macro in a World of Policy Omnipotence
Macro in a World of Policy Omnipotence
The one trade now in global macro is, can policymakers continue to get whatever outcomes they want. Sections: - For the market, skew has mattered more than expectations - Macro in a world of policy omnipotence - The last idiosyncratic rates trade, China