Who is
looking at the economic data when the US is closing in on one of the most
important presidential elections in the last few decades? Of course, what
presidential election has not been important? Personality polarization has
driven party behavior to extremes with little focus on policy proposals.
Constant change to meet the current electoral audience has created uncertainty;
however, the written proposals of the candidates provide clear policy
differences.
"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.
Thursday, October 6, 2016
Global themes on one page - more of the same from last month
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