Global Macro Discretionary July Strategy Commentary

Global Macro Discretionary Strategy Commentary Published July, 2014 We are moderately bullish on the global macro strategy for the following reasons:
  • Interest rate differentials between developed countries will widen as they pursue different monetary policies, presenting opportunities for both carry trades and currency trend positions
  • The possible turnaround in interest rates would present an opportunity to short bonds and help the hedge funds that are correctly positioned

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