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This Is It
The Macro Trading Floor
The Importance of Supporting the System
Elf: It's been a tremendous pleasure hosting the macro trading flow again with you this week. I always say, I think I went long Chinese real estate early in 2022 when Xi Jinping was starting to say, "This real estate thing has gone too far" The balance sheet recession in China is more acute than people imagine," Elf says. If you want to continue listening to what I have to say on macro and trade ideas, if you're a loyal listener of the macro trading floor, I also have a special deal with you with limited spots available. Send me an email at pro at the macrocompass.com. Otherwise, DM on Twitter at macro out or on LinkedIn, and we
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