A GOOD PLACE TO ADD

Feb 17, 2017

∙ Paid

http://themacrotourist.com/images/2017/02/KillFeb1617.png

One of my favourite long term trades is to be long US fixed income against Germany. There is so much optimism surrounding Trump’s ability to propel the American economy higher contrasted to the abject pessimism regarding European economic prospects. When you add the fact the Federal Reserve is busy tightening policy while the ECB is running pedal-to-the…

The MacroTourist

A GOOD PLACE TO ADD

This post is for paid subscribers