Disciplined Systematic Global Macro Views

"Disciplined Systematic Global Macro Views" focuses on current economic and finance issues, changes in market structure and the hedge fund industry as well as how to be a better decision-maker in the global macro investment space.

Friday, September 21, 2012

Zero yield does not equal zero volatility

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Zero yields do not equal zero volatility. This may have been forgotten by investors as they move out on the yield curve. There is no safety...

The China "new normal"

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The business press is starting to talk about the Chinese economy being in the "new normal" Growth has moved from double digit gai...

Friday, September 14, 2012

What ever happened to EU interest rate convergence?

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The great convergence trade of the 1990's was between interest rates across the EU for those countries that were joining the euro curre...

The EU crisis is still a matter of political will

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While there has been much discussion about the ECB policy actions, the underlying theme coming from the central bank is that it will help w...

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About Me

Mark Rzepczynski: Mark has over 25 years of market experience on both the buy and sell side of the markets. He was formerly a professor of finance with a focus on futures, options, and speculative markets. He is looking to engage in a dialogue on global economic and finance issues to enhance our understanding of markets.

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