Macrokurd
@macrokurd
Hedge fund portfolio manager. Emerging and Submerging world. I read between the lines.
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@macrokurd via Global EM Macro .
Oil key risk here..breaking up....close back up to over $90?
Friday Opec seems key...
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bisphamgreen
7 months, 4 weeks agothink we need some sort of growth rebound. We'll get it, I think, but the q is when does this feed through to oil
@macrokurd via Global EM Macro .
The classic double fist.
"Can't sell my bonds at these levels, I'll buy USDZAR to hedge...''
@macrokurd via Global EM Macro .
Can SA yields fight back?
@macrokurd via Global EM Macro .
*ISRAEL OCT. PMI FALLS TO 47.6 FROM 49.2 IN SEPT.: BANK HAPOALIM
@macrokurd via Global EM Macro .
People too relaxed here on SA? I get the trying to catch a duration rally into year end, but with market positioned long bonds for end of year + Dec coupons, Inflation coming out much hotter today, Israel embassy closure motion (I think that's a bigger deal than people realise) and then the pension withdrawal.....and RSI is negative in bond yields...flat move over 2 days...vulnerable?
