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.

Thursday, 13 June 2013

Rates - The end of the goldilocks period of "low rates volatility / stable carry trade environment"?

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"When an idea reaches critical mass there is no stopping the shift its presence will induce." - Marianne Williamson  Follow...
Thursday, 6 June 2013

Credit - High Yield ETF - The Fast and The Furious

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"Abused patience turns to fury." - Thomas Fuller  Watching with interest the latest sell-off in the ETF High Yield credit s...
Monday, 3 June 2013

Equities - Defensive versus Cyclicals, a volatility update

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"Winning takes talent, to repeat takes character." - John Wooden  Following the rise in volatility in May leading to a stro...
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