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The Macro Euthanasia Coaster
A bit of a long one
 • 
George Ejupi
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Narrative Ping Pong
Pardon my absence
 • 
George Ejupi
1
Brief Macro Thoughts
Update on USD & looking at the US liquidity enviroment
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George Ejupi
2
R* Vs R**
A Game of What If's and Assessing Potential Banking Stress Spillovers
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George Ejupi
2
Jan 2023 in Macro
Looking at Winners & Losers from past posts + Brief Macro Overview
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George Ejupi
1
2022 In Review & 2023 Ideas
Brief 2022 review followed by 2023 outlook on growth, inflation and global central banks. Concluding with some trade ideas for 2023 that are *not…
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George Ejupi
Quick Macro Notes November 2022
Sections: Fed, Global Growth Cycle, Markets, Misc + Conclusion
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George Ejupi
What’s with the divergence between US rates & Growth?
Historically speaking, longer dated US interest rates (10y-30y part of the curve) tend to trade off the fundamental rate of change of global economic…
 • 
George Ejupi
Implications of a Dollar Top Cross Asset
One of the biggest factors weighing on risk assets year to date has been the dollar hitting 20-year highs due to the positive feedback loop between…
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George Ejupi
When Does the Fed Pause?
Global markets like to depend on “when” questions given their forward looking nature. Today, some of the most important “when” questions are - When will…
 • 
George Ejupi
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Tactical Macro Views & Ideas

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