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Q4 2017 outlook: The great balance sheet unwind begins

Q4 2017 outlook: The great balance sheet unwind begins

🕔11:02, 10.okt 2017

What happens when the liquidity tap starts closing? In Q4, the fed will start to unwind quantitative easing (Q/E), the biggest experiment in recent monetary history While starting slowly, the liquidity drain will equal the size of the second Q/E

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2017 Hedge Fund Vintage: So Far So Good

2017 Hedge Fund Vintage: So Far So Good

🕔06:15, 10.okt 2017

The weekly Brief Global growth continues to be revised up in most regions. Inflation prints are firming up. Several major central banks seem confident enough to start normalizing their policies. In the U.S., prospects of some tax cuts revive some

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