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Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
The Macro Trading Floor
Saxe Bank Is a Sponsor of the Macra Trading Floor.
A. The question is whether you dare to enter this trade ahead of what is probably a messy winter in europe. But if it's already priced into markets, then i guess there is a chance, to quote jim carey, that you could actually gain quite a lot from such. So i'm slowly but surely dipping my toes into more positive us on europe. And one way of expressing such a view with a hybeda is to go along the e pole. I don't really find anyone being up beat europe, and that's a good contrariang signal. N poland is a slight positive surprise to the german outlook, compared to what's priced into
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