The Biden Agenda Unleashed
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The Year Of COVID: Retrospective of My 2020 Trades
SOM Macro Strategies
January 1, 2021
( 8 mins read ) As one dog said to the other, “it’s been a long seven years.” That dog year equivalent to human years captures the twists and turns of 2020 as every month seemed like an entire investing
Macro Commentary: Biden’s China Policy Will Be More Hawkish Than Trump’s
SOM Macro Strategies
December 2, 2020
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The US After Trump And COVID
Teneo
November 25, 2020
( 7 mins read ) Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of
State Of the Markets
SOM Macro Strategies
October 19, 2020
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State Of the Markets: Buy CDX Protection–Credit Is Rich
Teneo
September 17, 2020
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The Dollar Depreciation Is Just Starting
SOM Macro Strategies
September 2, 2020
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Opportunities In The US Housing Market
SOM Macro Strategies
August 26, 2020
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Further Downside To The USD From Fed QE
SOM Macro Strategies
July 21, 2020
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Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM
SOM Macro Strategies
June 18, 2020
( 7 mins read ) Press play to listen June 16, 2020 (Updated) Alan Brazil Step 1: Macro Theme: The Sell-off In Commodity EM Assets Is A Buying Opportunity EM x-China equities have lagged the rebound in US and China
ARGENTINA: Heading towards default but settlement window may not be closed
SOM Macro Strategies
May 21, 2020
( 3 mins read ) Press play to listen The 30-day grace period on a USD 503mn interest payment on three bonds expires tomorrow, 22 May. Failure to pay would result in Argentina’s ninth sovereign default. At this stage, it
The Case For Residential Mortgage REITs
SOM Macro Strategies
May 10, 2020
( 2 mins read ) Press play to listen Step 1: Macro Theme: The Case For Residential Mortgage REITs– Residential mortgage REITs are cheap because they represent buying Resi assets at distressed levels at a discount Step 2: Fundamental Economic
It Will Be A U-Shaped Economic Recovery Not A V-Shaped One
SOM Macro Strategies
April 22, 2020
( 19 mins read ) Press play to listen My baseline view is that markets are much too optimistic about the recovery of the US and world economies. Of course, there is a reason for optimism; the infection trajectory in