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[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.
#globalmacro https://buff.ly/30fOl4Z pic.twitter.com/K05YPeY5EOOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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#TheSimpsons
is trending. Great time to revisit the article that started "The Franchise"!
https://www.huffpost.com/entry/fed-interest-rates_b_1472509 …
#Fed#FederalReserve#Economy#GlobalMacro#Goldpic.twitter.com/IHo7R0qcMt
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The leading thinking on Macro Econ is changing (
#MMT,#inflation, etc). Looking to update my previous MBA coursework - suggestions? Japan’s economic troubles offer a glimpse of a sobering future from@TheEconomist#macroeconomics#globalmacro https://www.economist.com/finance-and-economics/2019/12/05/japans-economic-troubles-offer-a-glimpse-of-a-sobering-future … -
For
@CNBC@BullTick our thoughts on markets’ complacency. How to protect unrealized gains while holding underlying.#portfolios#federalreserve#equities#treasuries#volatility#investmentstrategy#fixedincome#stocks#bonds#globalmacro#risks#NIRPhttps://www.cnbc.com/video/2019/12/03/the-us-markets-are-ridiculously-complacent-strategist.html … -
Extremely high quality discussion about current Global Marco (US centric) with 2 giants Ray Dalio and Paul Tudor Jones.
#raydalio and#paultudorjones#globalmacro https://lnkd.in/f-X6HgD -
More poignant than ever. If
#BoJ does#ease, then with expected#cut from#Fed, and recent action from#ECB, it appears that any sniff of#normalisation was very short lived.#globalmacro#EconTwitter Kuroda says deepening negative rates is among optionshttps://reut.rs/2Zx2r4O -
#Stocks drop on#TradeWar Does it mean#recession? Should we take#PresidentTrump's#tweets literally or seriously? For@YahooFinance, my analysis#economy#globalmacro#TrumpRecession?#TrumpEconomy#China#RecessionIsComing?#markets@realDonaldTrumphttps://finance.yahoo.com/video/bulltick-head-research-strategy-dont-215112321.html … -
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
#GlobalMacro https://www.washingtonpost.com/politics/2019/08/18/top-trump-officials-downplay-recession-risks/ … -
https://www.cnbc.com/2019/06/28/80percent-of-the-stock-market-is-now-on-autopilot.html … 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
#SP500#quantfinance#globalmacro Picture shows the macro anatomy of SP#machinelearningpic.twitter.com/2o6jEGL38f
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Hedge-Fund Icon Defends Rate Cut to Bolster ‘Collapsing’ Brazil
#HedgeFunds#GlobalMacro#EmergingMarkets#EM#BRIC#Brazil@rogerioxavier@andradevini3https://www.bloomberg.com/news/articles/2019-06-26/hedge-fund-icon-defends-rate-cut-to-bolster-collapsing-brazil … -
COLUMN-Hedge funds pause oil sales as Mideast tensions rise: Kemp
#HedgeFunds#GlobalMacro#Commodities#CrudeOil#Oil#OPEC#Iran@JKempEnergyhttps://reut.rs/2xkLPNj -
Paul Tudor Jones likely made a killing off a timely call last week to buy gold and stocks
#HedgeFunds#GlobalMacro#PaulTudorJones@mdecambrehttps://on.mktw.net/2XXUIrA -
Global Economy: Outlook turns sour as trade war drags on https://reut.rs/2K23xxd
#GlobalMacro -
Morgan Stanley sees global recession 'in three quarters' if Trump escalates trade war https://cnb.cx/2KlbRrb
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Commodities Corner: Iron-ore prices climb past $100 to the highest in 5 years
#GlobalMacro#Commoditieshttps://lnkd.in/egZe7Ba -
Further evidence that the "recovery" was unsustainably driven by increasing debt.
#economics#macroeconomics#globalmacro#econtwitter Fed flags rising sales of risky business debt as vulnerability for U.S. financial system https://www.wsj.com/articles/fed-flags-elevated-asset-prices-high-debt-as-u-s-financial-risks-11557169431?shareToken=st58c421f65590421ebe80879ea043e305 … via@WSJ -
Most
#economists now believe the next move is a#cut for the#Fed. When will the conversation move to the hiking cycle having commenced prematurely/been a policy mistake?#economics#macroeconomics#globalmacro#econtwitterhttps://www.wsj.com/articles/feds-next-move-will-be-rate-cut-more-economists-say-11557410400?shareToken=stbcdc757a2262478ca2d137abbd140c4b … -
Rooney Vera Sees a Buying Opportunity With Trade War Tensions May 6th, 2019, 9:36AM ET
@BloombergTV@adsteel@DavidWestin#tradewar#investment#money#China#Trump#trade#emergingmarkets#oil#commodities#markets#globalmacro#portfolio#Trader#tariffshttps://www.bloomberg.com/news/videos/2019-05-06/rooney-vera-sees-a-buying-opportunity-with-trade-war-tensions-video … -
#valueinvesting#globalmacro Thanks to:@SeekingAlpha Weighing The Week Ahead: Are We Near The End Of The Economic Cycle?https://seekingalpha.com/article/4253126-weighing-week-ahead-near-end-economic-cycle?source=feed_f …
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