In today’s briefing:
- CX Daily: The Sudden Reversal of the Global Chip Shortage
- A Chat With The Top Macro Hedge Funds
CX Daily: The Sudden Reversal of the Global Chip Shortage
Chips / In Depth: The sudden reversal of the global chip shortage
Hong Kong / Hong Kong unveils new visa, property tax policies to stanch talent exodus
Central bank / China’s central bank gets new deputy governor
A Chat With The Top Macro Hedge Funds
- This crispy European gentleman is somebody with a long history in global fixed income strategy and fund management who now runs a rates & credits focused macro hedge fund. ‘‘Alf, where is the trade?’’
- I love this – you can chat macro narratives all you want, but where is that good risk/reward trade we all look for?
- He sees the world healing from inflationary pressures: the global supply chain is easing, core goods inventories abound while new orders remain weak, a big deleveraging in China is likely to keep that demand engine at bay etc.
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