Articles

, ,

Macro Digest : White House & Congress creates sugar high(?)

Tonight US budget is just a political play, but despite this it will most likely create new “sugar high” for US fixed income, where rates are rising and curve is flattening – RISK of still dominant theme as we have a few days of correction.…
,

Druckenmiller more or less supports out basic MACRO premise...

Gold long, weak US growth, FED is lost and negative interest rates makes no sense...   I have been doing this job for close to 30 years now – through that time I have worked with some of the best talents in trading in the world,…