The low-hanging fruit of macro investing

Macro investors have been getting killed in this latest bull market. And so a lot of people think that macro is out as a strategy. I don't believe that and what's happening right now in fixed income and currency markets tells you why. And I believe the Treasury market is the low-hanging fruit of macro investing. Some brief thoughts below to be followed by a post specifically for the investment-minded of you

Funds with a global macro strategy take long and short positions in assorted equity, fixed income, currency, commodities and derivatives markets due to a macro view on the economic and political  situation of various countries. To do that effectively over the long term, you have to understand the nuances of macroeconomics as it relates to investing. And I am not sure that most investor...


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