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Global macro #2
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
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Home Global macro #3
Global macro #3
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
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Home Global macro #4
Global macro #4
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
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Home Global macro #5
Global macro #5
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
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Home Global macro #6
Global macro #6
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
Accept
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Home Global macro #7
Global macro #7
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
Accept
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Home Global macro #8
Global macro #8
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
Accept
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Home Global macro #9
Global macro #9
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Global macro
30 March 2025
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #2
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #3
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #4
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #5
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #6
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #7
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #8
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025
Global macro #9
Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
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