Global Macro Playbook

Global Macro Playbook

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Multi-asset contrarian play

Featured articles

[Deep Dive] Oil: What a Fracking World

[Deep Dive] Oil: What a Fracking World

[Video] Will Inflation Save Japan from the Lost Decades?

[Video] Will Inflation Save Japan from the Lost Decades?

[Deep Dive] The Resurgence of Japan

[Deep Dive] The Resurgence of Japan

[Deep Dive] The Institutionalization of Gold

[Deep Dive] The Institutionalization of Gold

[Deep Dive] The Carry in the Conundrum

[Deep Dive] The Carry in the Conundrum

Dec

03

This Week in Global Macro (Dec 3)

5 min read

Nov

28

What Is the Outlook of Gold?

5 min read

Nov

20

This Week in Global Macro (November 20)

5 min read

Nov

13

This Week in Global Macro (November 13)

4 min read

Nov

12

Are We on the Verge of a Commodity "Supercycle"?

5 min read