Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label GPIF. Show all posts
Showing posts with label GPIF. Show all posts
Monday, 17 April 2017

Macro and Credit - Narrative paradigm

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"The first step towards philosophy is incredulity." - Denis Diderot, French philosopher Watching with interest hard data beco...
Sunday, 26 March 2017

Macro and Credit - Outflow boundary

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"It was one of those March days when the sun shines hot and the wind blows cold: when it is summer in the light, and winter in the sh...
Monday, 20 March 2017

Macro and Credit - The Swiss Wall

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"When things are steep, remember to stay level-headed." - Horace Looking at the consequences of a finally Dovish Fed leading ...
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