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6min chapter
The Hiking Cycle Is Over
The Macro Trading Floor
The E-Pol ETF: US Dollars for US Investors
If you want to take some exposure to macro risks, I would rather do it in China or in industries or countries with a relatively high sensitivity to European macro cycle. The happy-go-lucky version of buying Polish stocks is to be levered long Hungarian-French in a fixed space. If the Fed is close to pausing and eventually pivoting, you find extreme pockets of very positive real rates that you can lock in in Latin American sovereign bonds. Norwegian Central Bank not on top of its foreign exchange policy right now because they simply sell too many oil and natural gas croners due to lack of incoming tax money.
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