Sunday, 2 July 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters:

Got to start with YTD performance across different assets via @georgikantchev




What do you means you did not have a long lean hogs, short orange juice position on?!
More generally the performance of equity risk assets over fixed income equivalents and emerging markets generally are some of the key themes.  So what comes next?  The official Financial Orbit view will be out tomorrow (Monday) but I have laid out below some useful insights. 


First, this is a good read ( http://fat-pitch.blogspot.co.uk/2017/07/weekly-market-summary.html#more ) highlighting not only the positive performance attributes of July (althogh the rest of Q3 historically has been shabby) before the Q4 ‘Santa rally’…

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