Today I wanted to quickly highlight the performance of my equity based trading strategies around my global macro economic investment thesis. Emerging markets: I continue to believe that emerging-market growth and equity performance — especially in countries with a strong consumer base — will continue to outpace developed nations in 2010. Therefore, you should still […]
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Global Macro
-Strong domestic demand for Japanese government bonds has permitted Japan to keep interest rates at or near 0 despite significant increases to the government’s debt burden, with no significant currency depreciation, and almost no economic growth. But, this model may be coming to an end -An aging Japanese population will have several negative effects on […]
This is a very short global macro overview of today’s markets. I do not recommend any of the trades mentioned in this report, but hope they help reinforce your own view or help you generate some news ideas. Monetary policy around the globe remains easy, providing ample liquidity and room for credit growth. Additionally, fiscal […]