Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation
Macro Hive Conversations With Bilal Hafeez
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Is Efex a Good Asset Class to Trade In?
Efex used to be a great asset class to trade, but that has ebbed significantly in the post g f c era. To be good at forecasting effects on us wor the intermediate to longer term basis essentiall, you have to anticipate these capital flows,. Anticipating current account floes is also important. What effects does have going for it, i think, and why so many macro, successful macro investors, have an effect background.
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