Cheap Convexity
Rates, fx, commodities
Thursday, February 13, 2020
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...
5 comments:
Monday, May 14, 2018
Vale for now: Neutral Rates, "Symmetric", and EURGBP
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I think there are a few interesting things happening that could make the summer quite exciting. 1) Talk of higher neutral rates is deafen...
1 comment:
Wednesday, March 7, 2018
Macro Is Back: Oil, USD/Asia FX, LOIS and TY/Gilts
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Hope all is well. Markets have had a very interesting start to the year. Positioning has started the year kind of lopsided, despite sound re...
1 comment:
Monday, January 8, 2018
First of 2018
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Well, it's a new year, and with it comes expectation for extensive shifts in DM central bank policy, which is exciting. As a whole, ther...
1 comment:
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