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.

Wednesday, December 2, 2020

FX volatility trend - Convergent monetary policy leads to smooth exchange rates

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A recurring hedge fund theme is that global macro investing is dead or at least much harder in the last decade. Who could be surprised with ...

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Tuesday, December 1, 2020

The big November, alternative reality, and forward expectations

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Simple question, if you were given the following information at the beginning of November what would have been your expectations for monthly...

Sunday, November 29, 2020

Inflation - Not what was expected, not what is wanted

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The US inflation story has been a mash-up of different ideas. Go back two years and we were seeing Fed rate increases because of inflation...

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Saturday, November 28, 2020

Public pension funds -There are no quick fixes

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T he National Conference on Public Employee Retirement Systems (NCPERS) produced a paper, "Ten Ways to Close Public Pension Funding Gap...

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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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