Headline European Inflation is expected to rise – playing into the hand of US central bankers, who indicated today they are wary of a market bubble – and the US dollar bull run is not expected to have legs, a Macro Voices March 2017 report noted. What’s more, the tightening of financial conditions – the withdrawal of central bank quantitative stimulus – is going to be felt in the near future. Surprise index is topping and likely to turn negative, might want to reduce Treasury short exposure Economists were caught off guard in 2014, when the CITI Economic Surprise Index,…
European Inflation Is Rising, But Get Out Of Treasury Shorts Says Macro Voices
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.