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Alpha Report: Important Insights In Chinese Equities and Macro Liquidity
Alpha Reports

Alpha Report: Important Insights In Chinese Equities and Macro Liquidity

Price action response to macro liquidity and tariffs

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Capital Flows
Nov 29, 2024
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Capital Flows
Alpha Report: Important Insights In Chinese Equities and Macro Liquidity
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I want to cover several important insights that are currently being overlooked in markets. These will be important to monitor in connection with the trades that are currently open here:

Trades

Trade: Update/Opening

Capital Flows
·
November 26, 2024
Trade: Update/Opening

We have seen an incremental development taking place in the Fed Minutes today.

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And interest rate views laid out here: (if you didn’t watch this podcast, I would strongly encourage you too. It will set the foundation for HOW to think about macro in December)

Macro Podcast: Interest Rate Are Going DOWN

Capital Flows
·
November 27, 2024
Macro Podcast: Interest Rate Are Going DOWN

Today we are going to cover WHY we are at an important inflection point in the macro cycle. All of the trades my strategies have opened are shared here:

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Macro Insights:

We had some tariff news from Trump this past week that moved markets around a little during the Asia session. This pushed the Peso and Canadian dollar down. We have seen reversals in the Peso and Canadian dollar since then.

These moves could function as short-term bottoms in both currencies:

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