The Macro Compass
Cross-asset thinking for people who watch bonds.
About
The Macro Compass covers global macro investing, rates, currencies, and the cross-asset relationships that move institutional portfolios. It's written from a trading and fixed-income desk's perspective, not a general business-news one, and reads like it.
Central bank policy and bond markets get the deepest treatment, aimed squarely at professional and serious retail investors rather than newcomers. Expect technical, opinionated calls on where the macro cycle is headed and what that means for positioning.
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