bullish
A Chat With The Top Macro Hedge Funds
SUMMARY
- 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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