Macro Is Dead

Macro Is Dead

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Cross-border capital flows have shaped the world
 • Peter Farac
16
As a portfolio allocation, bonds really suck right now
 • Peter Farac
7
The almost certain bull case for US growth
 • Peter Farac
10
Why equities love the death of the business cycle
 • Peter Farac
11
Steel will tell you when to care about China
 • Peter Farac
20
How does US growth slow with so much new debt?
 • Peter Farac
34

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Low unemployment is a European mirage
The lowest unemployment rate ever means little for Europe’s struggle to stay out of recession
 • 
Peter Farac
11
Why equities love the death of the business cycle
Reaccelerating stimulus, easing and low economic volatility will buoy equities and will keep short-vol popular
 • 
Peter Farac
11
As a portfolio allocation, bonds really suck right now
Bonds need to be “defensive” to bother having in a broader portfolio. Right now, they have little chance of being that.
 • 
Peter Farac
7
Macro Is Dead
Macro Is Dead
A detailed obituary to macro trading. A deep-dive into when, why and how it died.
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