brexit-bremit-stay-go-marketsmuse

BREXIT v BREMAIN: Should I Stay or Should I…

BREXIT or BREMAIN the NEVERENDUMS Will Continue in Europe "Should I Stay or Should I Go? That Answer Is Self Evident..." A Global Macro perspective from Debt Market Veteran..Music by Clash,  Comments by Quigley Below excerpt courtesy of 22 June edition of  "Quigley's Corner", the industry award-winning debt capital market…Read More

22 June, 2016
china-rmb-trade-azous-marketsmuse

Global Macro Trade-Eye On China-How to Hedge RMB

(SubstantiveResearch.com)- The global macro trade idea of the week with eye on China. With all of the debate around the Fed's signalling for rate hikes this summer, the question of how to hedge, or for that matter, to bet on China is prominent in the mind of investors. Neil Azous…Read More

26 May, 2016
bouncing-off-china-walls-rareview-macro-marketsmuse

Global Macro: Bouncing Off China Walls

MarketsMuse sends out a shout out to SubstantiveResearch.com for profiling Global Macro guru Neil Azous from Rareview Macro, who "always looks to challenge the consensus and the sometimes lazy view of the prevailing market set up." In yesterday’s note he focused on China, and the consensus view that the cyclical…Read More

17 May, 2016
rate-hike-risk-rareview-macro-marketsmuse

To Whom It May Concern: Inflation Risk Is On

Memo: To Whom It May Concern: Inflation Risk is Back In Play Below is a special edition of global macro commentary courtesy of Stamford-based think tank Rareview Macro LLC, the publisher of "Sight Beyond Sight." The following has been excerpted by the curators at MarketsMuse and republished with permission from…Read More

20 April, 2016
china-etf-fxi-rareview-macro-neil-azous-marketsmuse

Global Macro Gut Trade: China ETF

For those following global macro think tank Rareview Macro's "Sight Beyond Sight", you already know that the firm's chief strategist Neil Azous is on a roll and the firm's model portfolio is outpacing many who have an ax in global macro style investing. Today's edition of the firm's commentary caught…Read More

13 April, 2016
blackrock-botch-gold-etf-iau

BlackRock Botches Gold ETF; IOU for IAU

Administrative oversight left BlackRock unable to meet demand for its Gold ETF, IAU; Suspends New Issuance. (WSJ) -BlackRock Inc. said it suspended the issuance of new shares in IAU, its roughly $7.7 billion gold exchange-traded product due to an administrative oversight, in the latest bruise for the exchange-traded-fund industry and its largest…Read More

5 March, 2016
bny-mellon-mischler

World’s Biggest Bank Gets It; Gives It Back

BNY Mellon 'Gets It' and Also Gives It Back. With close-on $29Trillion in deposits and $1.3Trillion in AUM, BNY Mellon (NYSE:BK), the oldest bank in the U.S. is not just the country's biggest, it ranks as one of the world's biggest banks. Hundreds of financial industry professionals now working across…Read More

4 March, 2016
contango-uso-etf-oil

Only Idiots Use USO ETF to Trade Oil-It Can’t…

For those who are confused as to the near-term, or even longer-term price direction of Oil, even J.R. Ewing would tell you there isn't an oil man in Texas, including Boone Pickens, who can see far beyond the prices posted at the pump. Especially when one gas station in Oklahoma…Read More

11 February, 2016
global-macro-view

Global Macro Guru Says: Look Out Below

MarketsMuse curators are often most inspired by views expressed by those dedicated to interpreting and positing financial market outlooks via a global macro lens. This 'style' requires a disciplined process and for those who are best in the practice of this dark art, the projections are often prescient. With that,…Read More

8 February, 2016
investors-impaired-rareview

Professional Investors Are Impaired Says MarketsMuse

Referring to anyone as 'being impaired' is not a compliment. And, in the world of financial market punditry, where at least half of the experts are best at telling their audience what happened during the past 12 hours, while another 45% who position themselves as forecasters are right maybe 50%…Read More

5 February, 2016
keep-calm-and-put-things-in-perspective-marketsmuse-rareview-macro

Global Macro View-Friday’s Stock Rally In Perspective

MarketsMuse curators have canvassed assortment of guru-types who have attempted to decipher Friday's stock rally, along with tuning in to the abundance of Monday morning quarterback views. For those who turn to the cartoon channel (i.e. CNBC), some pundits call it a dead cat bounce, more optimistic professional traders and…Read More

1 February, 2016
oil-global-macro-slippery-slope

Oil-Slippery Slope for Traders and Pundits Alike-Except One..

(SubstantiveResearch.com). Trading oil or simply just talking about where, when and why this commodity will assert a more predictable pricing direction has proven to be a slippery slope for professionals and pundits alike. Expressing views via the actual barrel (WTI) or via an ETF (e.g. USO, BNO etc) has been…Read More

29 January, 2016
shoot-messenger-global-macro-marketsmuse

Global Macro-Don’t Shoot This Prescient Messenger

(SubstantiveResearch.com) Neil Azous from Rareview Macro writes that many in the market still don’t get the joke of what’s going on – that is, a true exercise in risk reduction led by real money or that the bears are in charge. Indeed, he observes much of communications he and his…Read More

21 January, 2016
marketsmuse debt market

MarketsMuse 2016 Debt Market Outlook-The Caribbean Connection

To kick off the 2016 debt market outlook, MarketsMuse fixed income curators are looking forward to the next Caribbean boondoggle, and in that spirit, we extend a shout out to Ron Quigley, one of the primary debt capital market's top pulse-takers who also goes by the title Head of Fixed Income Syndicate…Read More

5 January, 2016
wrong way first trade global macro

2016-Global Macro-The Wrong Way First Trade

You don't need to be a MarketsMuse or a global macro guru (or any other type of pundit) to know that professional financial market traders are only as good as their last best trade. In that spirit, we look to the 2016 outlook and spotlight on the Wrong Way First…Read More

3 January, 2016
HEDJ

European ETF Strategy Unraveling

(Bloomberg) -- A European stock trade that deployed the use of ETF products as a means of hedging currency exposure is one that enamored global investors throughout 2015 and drew more money than practically anything else in equities is blowing up in people’s faces. As the moves in the the WisdomTree…Read More

30 December, 2015
dealindex crowdfund industry

CNBC Trumps Bloomberg In Crowdfund Industry Indices

(RaiseMoney.com) The Equity Crowdfund Industry continues to go mainstream, as evidenced by this week's market data and index intel pact signed between business news platform CNBC and DealIndex, a self-described “global deal and data aggregator for the best crowdfunding opportunities.”  The deal will have the two firms launching four equity…Read More

18 December, 2015
european etf

European ETFs Displace Futures Products

(MarketsMedia) European ETFs and ETPs have gathered record net new assets in the first 11 months of this year, in many cases using as a displace to futures products. ETF Issuer BlackRock expects the size of Europe's exchange-traded product market to double over the next three to four years. ETFs/ETPs listed…Read More

14 December, 2015