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Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
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We will continue to move forward with the Macro Alpha Primers. I already wrote the first one on credit risk and duration risk with a connected podcast:
The second Macro Alpha Primer I wrote was on correlations:
I recorded a podcast expanding on correlations within macro:
Enjoy!
why would lower credit risk cause bonds to sell off? struggling with that one. Thanks for the content.