Tag Archives: Stock Market Returns

Beggar Thy Neighbor’s Stock Market

Interesting chart which we suspected and all knew that, thus far, the 2013 macro equity trade x/ U.S. has been to be long those markets where the home currency is weakening against the dollar.  The red regression line illustrates this … Continue reading

Posted in Equities, Monetary Policy | Tagged , , , , , | 2 Comments

Week in Review

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , | 1 Comment