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Macro, credit & FX Markets

Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely.

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Macro, credit & FX Markets | macrocreditfx.blogspot.com Reviews
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Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely.
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Macro, credit & FX Markets | macrocreditfx.blogspot.com Reviews

https://macrocreditfx.blogspot.com

Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely.

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1

Macro, credit & FX Markets: 2016 Rates & FX Macro trade ideas

http://macrocreditfx.blogspot.com/2015/12/2016-rates-fx-macro-trade-ideas.html

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Thursday, 17 December 2015. 2016 Rates and FX Macro trade ideas. In this slightly longer piece I will present my thoughts, ideas and themes which I think will play out in the medium run, throughout 2016, across the various asset classes. Short L M7 against ERM7 at 131bps, targeting 160/180bps with a stop below 110bps. Months to 1st hike indexes for Europe, US and the UK. L M7 - ERM7.

2

Macro, credit & FX Markets: August 2016

http://macrocreditfx.blogspot.com/2016_08_01_archive.html

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Tuesday, 2 August 2016. August FX and Rates outlook. BoE and GBP markets. GBPUSD vs 2y2y rate spread. GBP1M and FTSE vol. Now Brexit is unequivocally bad for our H2, but its not seemingly been /that/ bad. Core, hard data remains stable in the UK, labour markets are doing well with no anecdotal signs off mass layoffs post-Brexit. Inflation is/was starting to turn, and swaps ha...So to...

3

Macro, credit & FX Markets: March 2016

http://macrocreditfx.blogspot.com/2016_03_01_archive.html

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Monday, 7 March 2016. March FX and Rates outlook. Global markets have seemingly shrugged off the start of the year, and if we are all in agreement then the year can start now. There is a fair amount to consider, we've an imminent ECB meeting, the FOMC towards the end of the month and a lot of action in the HY/commodity space. ECB Depo - EONIA 3m3m forward. 10s30s is also interesting ...

4

Macro, credit & FX Markets: January 2017 FX & Rates thoughts

http://macrocreditfx.blogspot.com/2017/01/january-2017-fx-rates-thoughts.html

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Thursday, 5 January 2017. January 2017 FX and Rates thoughts. It's been a while since I've last posted as have been busy working / with uni / travelling, but I thought as we come into a new year, I will share some of the trades that I currently like the look of, and more broadly my views on current markets. Pre/Post Trump forecasts, from SocGEn. EMFX index and CDX EM. As writing with...

5

Macro, credit & FX Markets: November 2015

http://macrocreditfx.blogspot.com/2015_11_01_archive.html

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Friday, 27 November 2015. December Outlook - ECB and Fed. The issue I have is that I really don't think that the ECB needs to ease more, however we have to position from what we think they will do and not what they should. But looking at what is most important; inflation, then we can see that compared to the beginning of the year when they embarked on QE, its really not so bad. I cer...

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Risparmio e Finanza Etica MACROCREDIT

Che cos’è. Mangio Crudo e Vivo Meglio. Brenda Davis, Vesanto Melina. Prezzo di copertina € 22.5. SOCI MACROCREDIT: € 15.75. Adyashanti, Enrico Garzotto. Prezzo di copertina € 7.9. SOCI MACROCREDIT: € 5.53. David Vienna, Dealma Franceschetti. Prezzo di copertina € 12.9. SOCI MACROCREDIT: € 9.03. Le 5 Domande Essenziali (Più Una). James E. Ryan, Stefania Scalone. Prezzo di copertina € 12.9. SOCI MACROCREDIT: € 9.03. Amit Goswami, Gianluca Marletta. Prezzo di copertina € 49. SOCI MACROCREDIT: € 34.3. Macroc...

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Macro, credit & FX Markets

Macro, credit and FX Markets. Thoughts on markets from macro perspective. Some trade ideas here and there. Updated rarely. Thursday, 5 January 2017. January 2017 FX and Rates thoughts. It's been a while since I've last posted as have been busy working / with uni / travelling, but I thought as we come into a new year, I will share some of the trades that I currently like the look of, and more broadly my views on current markets. Pre/Post Trump forecasts, from SocGEn. EMFX index and CDX EM. As writing with...

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macrocritters | What's a nice bug like you doing in a place like this…?

What's a nice bug like you doing in a place like this…? Pupa in Trinidad mimics snake (and moves! On May 22, 2015. Why Evolution Is True. This piece, from nerdist. com. Describes one of the more amazing cases of mimicry I’ve seen. Look at the picture below, and see what you think it is:. It’s not a snake, despite the very snake-y appearance of the thing. It has eyes (fake), the eyes even have a glint in them (fake), it has a fake mouth, and even fake scales . A subspecies from Trinidad (the species.

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