Macro investors have been getting killed in this latest bull market. And so a lot of people think that macro is out as a strategy. I don't believe that and what's happening right now in fixed income and currency markets tells you why. And I believe the Treasury market is the low-hanging fruit of macro investing. Some brief thoughts below to be followed by a post specifically for the investment-minded of you
Funds with a global macro strategy take long and short positions in assorted equity, fix...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.