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Recent Posts
- The post liquidity era – from buoyancy to uncertainty September 4, 2018
- A great Jackson Hole – Yellen epic split between hawkish ST (hikes coming) & dovish LT (lower R*) messages August 25, 2016
- USD/JPY at 130 and the Japanese HelicopterS – Bernanke’s MFFP & Blanchard’s Income policy July 14, 2016
- What the Fed doesn’t know (just like everyone else) June 21, 2016
- Global View – US data & Fed, OPEC, Brexit, EMU breakup & France’s desocialization June 1, 2016
- Why Saudi Arabia should depeg SAR and could shift its Oil strategy May 26, 2016
- Global View – G7, Yellen & Oil supply May 24, 2016
- Changes to the Blog & taking stock on last 2 years of macro trading & development in the macro hedge fund sector May 19, 2016
- Global Risk scenario – The USD rally, disinflation vs Fed hikes – mirror image of 2009! March 6, 2015
- Global View – Time to be worried… and play the squeezes December 12, 2014
- Why JPY shorts should keep an eye on the 6.13 USD/CNH level… November 21, 2014
- Driver – EURO @ a structural turning point following French socialists’ split August 28, 2014
- Global – Yellen @ Jackson Hole –Theoretically dovish but tactically hawkish? August 21, 2014
- Driver update – On China risky policy shifts March 12, 2014
- Driver update – 2y & 10y $ correlation break – differentiating tapering & forward guidance November 19, 2013
- Global View – Transition Time… on Timing Fed’s Tapering November 15, 2013
- Driver update – Bernanke – The right debate is about the Flow or Stock of bond purchases July 10, 2013
- Macro Driver – Expect more policy surprises from China… July 5, 2013
- Global View – Thoughts on Capitulation, Contagion and Dollar shortage June 25, 2013
- Global view– How Current Accounts can help set-up a bearish (EM) play June 19, 2013