Rezultati pretraživanja
  1. 14. sij

    [ITALY, A SALVINI COMEBACK?] 🏛️🧐 We have been closely following the recent developments in Italy. Needless to say that we are apolitical and have been positioned in anticipation of the Emilia-Romagna elections for a few weeks now.

    Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
  2. 9. pro 2019.

    The leading thinking on Macro Econ is changing (, , etc). Looking to update my previous MBA coursework - suggestions? Japan’s economic troubles offer a glimpse of a sobering future from

  3. 7. pro 2019.
  4. 19. stu 2019.

    Extremely high quality discussion about current Global Marco (US centric) with 2 giants Ray Dalio and Paul Tudor Jones. and

  5. More poignant than ever. If does , then with expected from , and recent action from , it appears that any sniff of was very short lived. Kuroda says deepening negative rates is among options

  6. 23. kol 2019.
  7. In the end, the recession talk that the inverted yield curve has sparked may be the thing that prevents Trump’s re-election, thereby saving American democracy

  8. 4. kol 2019.
  9. 2. srp 2019.

    S&P500 tracks US inflation and credit spreads. Has been this way for over a year. Credit spreads hit new lows & US inflation expectations pop higher = SP500 rallies Picture shows the macro anatomy of SP

  10. 26. lip 2019.
  11. 25. lip 2019.

    COLUMN-Hedge funds pause oil sales as Mideast tensions rise: Kemp

  12. 21. lip 2019.

    Paul Tudor Jones likely made a killing off a timely call last week to buy gold and stocks

  13. 7. lip 2019.

    Global Economy: Outlook turns sour as trade war drags on

  14. 3. lip 2019.

    Morgan Stanley sees global recession 'in three quarters' if Trump escalates trade war

  15. 17. svi 2019.

    Commodities Corner: Iron-ore prices climb past $100 to the highest in 5 years

  16. Further evidence that the "recovery" was unsustainably driven by increasing debt. Fed flags rising sales of risky business debt as vulnerability for U.S. financial system via

  17. Most now believe the next move is a for the . When will the conversation move to the hiking cycle having commenced prematurely/been a policy mistake?

  18. 6. svi 2019.
  19. 7. tra 2019.

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