10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator
“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences...
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Will Capital Still Flow into Asian EMs?
At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...
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Fed, BOJ Could Rain on the Megabank Middle Market Acquisition Parade
The combined monetary policy outlook suggests that Japanese megabanks’ window of US middle market acquisitions is limited, even despite the current...
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US: Non-Farm Payrolls Surge, Beating Market Expectations
Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition...
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TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
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