Investors are flying to higher GBP nominal rates just like moths fly towards a flame. Will they get burned?
Go short AUDNZD on rate differentials, terms of trade and RBA action.
Oil above $100 is trouble. Can bitcoin fix capitalism and be a source of huge profits for Wall Street at the same time?
Buy GBP downside to cover the BOE but don’t pay for the preceding two weeks.
A look at some USD bearish dashboard indicators plus why USDJPY is a bad short. Are we in stagflation or reflation? Bitcoin!
A quick story from March 2008 + Why USDJPY is not an equities trade + Why everything has changed for data trading.
Bitcoin is not yet a safe haven, even if it acts like one sometimes.
Catch up with Brent Donnelly and Macro Alf every week on The Macro Trading Floor. Listen as they discuss themes that are moving markets, highlight important trade ideas, and get to the bottom of what’s going on in macro.
John Mauldin, Chairman
Mauldin Economics
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