Macronomics you see.

Macronomics

Shilling to dollar rates

Fundamental Street Hey guys check your inbox. I'm keen to learn more about macronomics

When Emerging Markets are faring better than US Treasuries YTD, you know there is something wrong with 'safe havens'.

US 10 year yield and JPY/USD. 6 months chart. Higher for longer. Yields up, yen down, Topix up. The age of fiscal dominance is upon us...

Sure Cocoa is winning the YTD rally but look what is going on with Coffee, Copper, Gold and Silver. Graph source Koyfin

Santiago Capital That’s why luxury brands like LVMH and Hermes are doing poorly sales wise in China right ? Keep up with the entertainment while I keep myself informed

John Tuld BLACK SWAN Gibson paradox should work but not in an environment with plenty of fireworks in the making around the world...

Geoffrey Fouvry You can’t print commodities

Geoffrey Fouvry Toptrdr (respect the power of the market ) Gordon Miller Samantha LaDuc Lather, rinse, repeat

US Investment Grade YTD: When convexity bites due to bond volatility aka Move Index. Stay safe in the 1-3 years bucket. Keep your duration light.

Another Lehman moment…

Doc ¿Y cómo explica el doctor Vallejo la posible evolución de un individuo originariamente de izquierdas a derechas?

US High Yield YTD: Watch what the CCCs credit canary is telling you - End of the beta rally initiated end of October? Could be...

Gold up 14% YTD. In the Gold miners space I kind of like GFI.

Polemic Paine Mifudged…

YTD: Cocoa is on a league of its own but, the race is still on between coffee, gold and silver. To infinity and beyond! - Graph source KOYFIN

Velina Tchakarova They never do. He is just looking for his next gig. Honesty and politicians is like virginity and prostitutes. It’s a nice fantasy.