Inflation Forces Turnglobal Macro To The Bear Side

Lyxor
By May 8, 2018 05:11

Inflation Forces Turnglobal Macro To The Bear Side

The Weekly Brief

Markets remained hesitant this week. Investors are weighing the implications of a U.S. withdrawal from the Iran nuclear deal which is to be announced in few days. Trade tensions also remained live amid negotiations between the U.S. and China in Beijing. One area of greater conviction was the dollar. Its drivers seem to be shifting: growth and inflation differentials now matter more than capital flows and national accounts prospects. Hedge funds indices were overall positive this week but most strategies contributed negatively. CTAs, which are short USD and long energy, retracted, along with L/S Equity funds. By contrast, the sudden reversal in many M&A deal spreads contributed to boost Merger funds.

Lyxor
By May 8, 2018 05:11

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