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Yearly Archives: 2018
Swan Lake – June 19
Surprisingly few ripples on Swan Lake today. The Turkish lira, Argentine peso, and SA rand a bit weaker. We are stunned at the complacency in the markets given the hawkish Fed and now coupled with trade war jitters. These are … Continue reading
Posted in Black Swan Watch, Uncategorized
Tagged Macro Swans, SOMA Portfolio, Trade Wars, Trump
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QOTD: North Korea Deal Or China Deal?
In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading
Kim Jong-un visits China following historic Trump summit
North Korea’s leader met with Chinese President Xi Jinping on his third trip to Beijing since March. They were expected to discuss sanctions and the denuclearisation of the Korean peninsula.… READ MORE : http://www.euronews.com/2018/06/19/ki…
Swan Lake – June 18
Same story, different day. Euro periphery continues to recover with short-end outperforming. EM LatAm currencies stable x/ Brazil. South Africa lower. Brazil and Mexican stocks lower.
Posted in Black Swan Watch, Uncategorized
Tagged Brazil, Macro Swans, Mexico, South Africa
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Two Weeks And Counting For Angela Merkel
Coalition gives her two weeks to find European deal… READ MORE : http://www.euronews.com/2018/06/18/me…
Posted in Germany, Politics, Uncategorized
Tagged Angela Merkel, Immigration, Politics
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Week In Review – June 15
Summary Friday’s markets were surprisingly resilient given the escalation of the trade wars Big recovery in Euro periphery sovereign spreads on the back of Italian FinMin’s statement backing the euro currency Angela Merkel is having big problems within her government. … Continue reading
Posted in Uncategorized, Week in Review
Tagged Argentina Peso, bonds, Commodities, Currencies, Dollar Index, Euro sovereign spreads, Global equity markets, Italy, Natural Gas, Oil, Stocks
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Happy Fathers Day
Here’s what Dads are for: https://twitter.com/awardsdarwin/status/1008340165855731712?s=21
Global Risk Monitor – June 15
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Macro Monitor 