Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Mad Thoughts Of A Macro Strategist... Greece, Vol., Tech, Chart Gaps, Gold, Risk-on or off?
(Forgot to post this yest, format is a bit unorthodox - but at the end of the day, this a platform for practicality & actionable ideas over...
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THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP
The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...
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KVP'S MACRO TAKE: NFP COULD SPELL MORE PAIN FOR USD, MEANWHILE WATCH THE RBA CUT ON TUE APR 7
DXY is dwn -3.8% over the past 3wks with bearish sentiment returning post NFP miss – will the Fed wed mins curb or accelerate sentiment?I expect...
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