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Global Macro Investment Manager

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Tag Archives: Global Macro Insights

Global Macro Insights

Global Macro Insights

When the EUR was moving higher against the USD, in previous weeks, due to speculation that the ECB might “taper” sooner than expected, due to higher yields in the Euro-zone and improved inflation and growth forecasts, I had been explaining that this line of thinking doesn’t seem likely and it was probably flawed.  I was…Read more…

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