Decomposing the Move in Yields...Global Fixed Income Coming Closer to Decoupling from German Bunds MarketsMuse Global Macro and Fixed Income departments merge to provide insight courtesy of "Sight Beyond Sight", the must read published by global macro think tank Rareview Macro LLC. Below is the opening extract from 10 June…Read More

Messing With Data aka When “Art” Smashes into “Science” in Wall Street’s Version of the Hadron Collider MarketsMuse Fixed Income update comes consequent to the Fed's June 5 release of Employment Data, and below is courtesy of extracted comments delivered to institutional clients of Mischler Financial Group under the banner…Read More

"What Goes Up, Must Come Down" MarketsMuse ETF update is courtesy of a special trade post sent this afternoon to subscribers of "Sight Beyond Sight", the global macro trade newsletter published by Rareview Macro LLC and authored by Neil Azous.  The trade alert was also posted to Twitter via @RareviewMacro.…Read More

MarketsMuse Global Macro Trading dept. merges with our ETF dept. to provide the following excerpt profiling a compelling and conservative Crude Oil-centric strategy courtesy of global macro think tank Rareview Macro LLC. The following was posted to subscribers of “Sight Beyond Sight” on Wednesday, May 27. Irrespective of subsequent three…Read More

MarketsMuse update is courtesy of a truly inspiring initiative on the part of Mischler Financial Group, the broker-dealer industry's oldest firm owned and operated by Wall Street vets who are also Service-Disabled Veterans. Mischler Financial Memorial Day Month Pledge: May Profits to Semper Fi Fund For Immediate Release Newport Beach,…Read More

MarketsMuse Global Macro update is courtesy of extract from a.m. edition of "Sight Beyond Sight", the newsletter published by global macro think tank Rareview Macro LLC and authored by Neil Azous. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] In last Thursday’s edition of Sight Beyond Sight we argued that…Read More

MarketsMuse Global Macro update is courtesy of opening extract from today's a.m. edition of "Sight Beyond Sight", the global macro newsletter published by global-macro think tank Rareview Macro LLC and authored by Neil Azous, Rareview Macro's Founder and Managing Member. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Forgive our…Read More

MarketsMuse ETF and Global Macro update takes a look at India for those following the two leading ETFs in the space, the $2.3 billion WisdomTree India Earnings Fund (EPI. C-73) and the $1.9 billion iShares MSCI India ETF (INDA. C-92), and introduces a global macro perspective that adds a different…Read More

MarketsMuse.com Global Macro update necessarily touches on the hyperbole and couch quarterbacking connected to yesterday’s earnings announcement from Apple Inc ($AAPL), which included a big bump in planned corporate share buyback and increased dividend. Our editors were particularly entertained by below extract from today’s edition of global macro trading commentary…Read More

MarketsMuse.com Global Macro update is courtesy of opening excerpt from 14 April a.m. edition of "Sight Beyond Sight", published by global macro trading think tank Rareview Macro LLC and authored by Neil Azous. The Range Trade in US Equities, Fixed Income, and Dollar Continues SBS Model Portfolio Update April 10,…Read More

MarketsMuse.com Fixed Income Fix update is courtesy of extract from 06 April commentary from Mischler Financial Group's "Quigley's Corner", Wall Street Letter's 2015 winner of "Best Research-BrokerDealer." How Low Will Greece Go? [caption id="attachment_460" align="alignleft" width="125"] Ron QuigleyMischler Financial[/caption] When one broaches the subject of German war reparations, it opens…Read More

MarketsMuse.com global macro trading snapshot is courtesy of excerpt from 7 April edition of macro strategy commentary from "Sight Beyond Sight", a publication of Rareview Macro LLC and authored by 20-year industry expert, Neil Azous. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Over the past two trading days, three…Read More

MarketsMuse.com update provides insight for those who are focused on the global macro approach to a topic that many of the world's leading hedge funds and professional investment managers are fixated on: fixed income. Below thoughts are courtesy of the 27 March a.m. edition of "Sight Beyond Sight", the  investment…Read More

MarketsMuse Global Macro update profiles perceived opportunities from the perch of Denmark’s Saxo Group Mads KoefoedIt and his view that interest rate increases probably won't happen during the second quarter, but the market will very likely be dominated by speculation on the likely timing of a US Fed interest rate…Read More

MarketsMuse.com profile of ETFs intended to provide global-macro-focused investors with a hedge against a continuing strong dollar and currency swings is courtesy of below extract from Mar 20 WSJ column by reporter Carolyn Cui. Exchange-traded funds that protect against currency swings are attracting U.S. investors concerned that the strong dollar…Read More

MarketsMuse.com update profiling iShares MSCI Sweden ETF ($EWD) and a global macro view is courtesy of extract from March 18th coverage by ETFtrends.com’s Todd Shriber Shares of the iShares MSCI Sweden ETF (NYSEArca: EWD) were modestly higher Wednesday after the Riksbank, the world’s oldest central bank, surprisingly took Sweden’s repo…Read More

While a certain sect of economists are lamenting the exponential increase in debt issued by an assortment of sovereign entities [and corporate bond issuers] within the context of a feared liquidity crisis if and when rates turn higher and institutional investors might run for the exits at the same time,…Read More

Marketsmuse.com blog update courtesy of extract from a.m. edition of Rareview Macro LLC's "Sight Beyond Sight", the global macro trading investment newsletter favored by the industry's leading hedge funds, investment managers and the world's most savvy self-directed investors. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] -FOMC Meeting: Best Wishes…Read More