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THE ANNUAL REVIEW
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THE DAILY MARKET UPDATE
JULY 2017
Jul 29, 2017
What can positioning and asset prices tell us about market vulnerabilities to fundamental forces looking forward?
Jul 29, 2017
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Jul 29, 2017
Jul 28, 2017
Many conflicting and confusing themes – Fiscal policy non delivery, monetary policy divergence, cycle end but low GDP and inflation, and what it all means for the USD Index cycle.
Jul 28, 2017
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Jul 28, 2017
Jul 27, 2017
No inflation in NZ, at least for now, as the credit cycle slows. Expect NZD to continue to underperform, especially v AUD.
Jul 27, 2017
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Jul 27, 2017
Jul 26, 2017
Will falling US Oil inventories result in an Oil price spike, and a recovery in inflation? Wait to buy WTI on a dip, sell US 10's today.
Jul 26, 2017
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Jul 26, 2017
Jul 24, 2017
RBA’s increased macro confidence not undone by DepGov DeBelle’s speech Friday. Buy VIX into FOMC just in case
Jul 24, 2017
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Jul 24, 2017
MACRO STRATEGY QUARTERLY REVIEWS - 2018
Archive 2017 / 2018
2017
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