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Martingale_Macro Profile picture
Martingale_Macro
@MartingaleMacro
Sr PM at fund everyone knows but no one invests in. Trades are real, sizes obscured for your protection. Bias towards USD/EUR rates but cover global macro.
Aug 21, 2019 • 21 tweets • 5 min read
A brief discussion of how we are prepared for today's #FOMC minutes and Friday's #JacksonHole conference. 1/ First, know that #FOMC minutes are dramatically edited versions of transcripts so there is meaning beyond the last meeting. In the intermeeting period FINANCIAL CONDITIONS HAVE WEAKENED. 2/
Aug 31, 2017 • 13 tweets • 3 min read
Here’s a primer on how I construct majority of my longer term ideas/trades. Devil’s in the deets, but this is a start: 1)Imagine state of the world in 12-mths broken into USD, EUR, GBP, JPY, recently CAD, and EM.