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www.soberlook.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
| | soberlook.com
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| | The Citi Economic Surprise index was fairly accurate in pointing to a US slowdown in the first half of 2012. One therefore should not dism...
| | 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...
| | www.cruisetotravel.com
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