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The Yield Curve Inversion is Coming
Clinton’s political adviser Carville once said: ‘‘I used to think that if there was reincarnation, I wanted to come back as the president or the pope. But now I would like to come back as the bond ma…
Published on 3 years, 8 months ago
How To Trade This Market Eruption
One of the best European government bond traders (and a good friend) on the street has his alarm set to ring at 6.15am every morning.
Every morning, the alarm rings and asks him ‘’How consensus are my…
Published on 3 years, 8 months ago
The Fed's QT Explained (No, it's Not The End Of The World)
15’ reading time
A good friend and hedge fund portfolio manager once told me:
‘‘You see that guy? He likes chasing screens. Once the news is already out, any information asymmetry you perhaps had it’s…
Published on 3 years, 8 months ago
Vikings At The Gate
12’ reading time
Hey everybody, welcome back to The Macro Compass!
This is a special edition. We have the pleasure to welcome back a great macro strategist and friend: Andreas Steno Larsen.
I sat down …
Published on 3 years, 8 months ago
The Macro EndGame
15’ reading time
Hey everybody, welcome back to The Macro Compass!
What’s the Macro End Game?
In short, another great reset of our monetary system.
We often talk about what markets are going to do next …
Published on 3 years, 8 months ago
Central Banks speak, Alf translates
18’ reading time
Good morning everybody and welcome back to The Macro Compass!
This article will break down last week’s Central Bank meetings: why and what should you care about, and what does that mea…
Published on 3 years, 9 months ago