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www.soberlook.com | ||
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kortsessions.com
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| | | | | As "The Dreaded Taper" has become 'the next big thing' for the media and something for the media to obsess about (btw we called this shortly after "the dreaded sequester" turned out to be not-so-dreadful--see session 15), I thought it appropriate to do a session to frame this horrific problem. I hope it keeps you | |
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www.topdowncharts.com
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| | | | | Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out late Friday NZ time and aim to cover a good mix of macro/ideas/risk topics, across a global macro/multi-asset universe. This week I covered the following topics/ideas:1. Policy Pulse: After a very busy week in central banking, we check in on some key charts, trends, and stats in global monetary policy settings. Some things stay the same, but a few intriguing | |
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soberlook.com
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| | | | | Some time back we discussed the tracking error associated with leveraged ETFs. Today we see another "side-effect" of these products. To... | |
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abnormalreturns.com
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