FxMacro

@fxmacro

Gellos Capital - think macro trade micro...

Vrijeme pridruživanja: veljača 2011.

Medijski sadržaj

  1. 2. velj

    Feel the Bern...

  2. 2. velj

    Be Water Add Oil: On the Ground with the Hong Kong Protesters // FULL DOC via

  3. 30. sij

    Brent X Donnelly :

  4. 17. sij

    up 1% on the year and looks like we are going to break higher... another hater trade going up up in smoke

  5. 17. sij

    Yep all the haters are right we are headed for recession and the Fed will cut rates again...best housing data since 2006 surging

  6. 17. sij

    A really great guy It made me kinda sad when I read it those were some great memories…we wish Meadie all the best!

  7. 16. sij

    Nice trend line going back to Oct 2018 breaking in USD/JPY Japanese are bullish and have unfilled bids below GPIF 5yr review is in march even a 10% reallocation to foreign assets"likely" would imply $125bn of outflows and yen selling...

  8. 16. sij

    Pantheon Macro: The first chart shows that the Philly data are hugely outperforming the ISM manufacturing index.The second shows that jobless claims are back to their cycle lows.

  9. 16. sij

    Ivanka must have bought him a peloton...

  10. 16. sij

    DB: China will have to shift existing and future demand for goods towards the US. Europe (German manufacturing) and Brazil (agriculture) will lose out the most. The US trade deficit could improve at the expense of others.

  11. 14. sij

    Photo of the day: imported soybeans at a Chinese port...

  12. 9. sij

    Odds are starting to move this will continue as the economy starts to accelerate after the trade deal gets implemented ...

  13. 30. pro 2019.

    Brent Donnelly hsbc: The last three decades have ended on a positive note but the excessive optimism of November and December 1989, 1999 and 2009 was doused with brutal cold water in January...

  14. 30. pro 2019.

    Improvement in the US trade deficit will be a healthy tailwind for the US economy in 2020...

  15. 20. pro 2019.
  16. 20. pro 2019.
  17. 19. pro 2019.

    2/10s about to breakout... where are all the haters now sadly still on twitter

  18. 17. pro 2019.

    As I sit here and JPY vol hits historic lows I take comfort in the fact that the guy who owns the boat in the middle is still trading FX...

  19. 15. pro 2019.
  20. 13. pro 2019.

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