This week it’s the US dollar and quantitative tightening. Quantitative tightening (aka the US Federal Reserve’s balance sheet normalization program) is something that’s well known to the market as a feature, but I would argue poorly understood, or at least underappreciated, as driver of risk and opportunity. Read More…
[REITs]
Q2 hedge fund letters, conference, scoops etc
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Article by Callum Thomas, Top Down Charts
