China ETF: One From Column A, One From Column…

MarketsMuse ETF market update profiling the latest A-Shares initiative out of China is courtesy of extract from coverage by ETFTrends’ Todd Shriber.. [caption id="attachment_2992" align="alignleft" width="150"] Todd Shriber, ETFtrends.com[/caption] CSOP Asset Management is not a household name in the U.S., but the Hong Kong-based asset manager could change that with…Read More

12 March, 2015

Global Macro Strategy: Get Short-y

MarketsMuse global macro strategy insight courtesy of extract from today's a.m. edition of Rareview Macro LLC's "Sight Beyond Sight", which includes references to the following ETFs: EMB, HYG and LQD.. For those already subscribing to "SBS", you already know that this market strategist incorporates a cross-asset model portfolio that has…Read More

10 March, 2015

This Way To Emerging Market Debt..Global Macro Opinion

MarketsMuse fixed income and global macro update courtesy of extract from blog post at II’s blog by James Craige, the head of emerging-markets debt at Stone Harbor Investment Partners in New York. Two years of challenged returns, and high volatility, by emerging-markets local currency debt has prompted questions from investors.…Read More

8 March, 2015

Global Macro: Can You Say Eurozone?

MarketsMuse.com update courtesy of extract from a.m. edition of "Sight Beyond Sight", one of the most widely-followed industry newsletters courtesy of global macro strategy 'think tank' Rareview Macro LLC. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Today is About the Forest...Not a Tree Market Watchers & Worker Bees Risk…Read More

26 February, 2015

And The Winner of “World’s Fastest Growing Asset Class”…

Below is courtesy of Feb 23 commentary from "Quigley's Corner", aka debt capital market observations from Mischler Financial Group's Head of Fixed Income Syndicate, Ron Quigley. Mischler Financial Group is also an award winner; a panel of industry judges assembled by financial industry publication Wall Street Letter voted to award…Read More

23 February, 2015

Rate Hike? When??

MarketsMuse.com update courtesy of extract from Feb 16 CNBC reporting by Alex Rosenberg [caption id="attachment_2844" align="alignleft" width="150"] Alex Rosenberg, CNBC[/caption] There's a major debate brewing in the financial markets, and it concerns the most important potential event of the year for stocks and bonds alike: the timing of a Federal…Read More

17 February, 2015

A Safer Options Bet For Arbing $AAPL and $GOOG…

MarketsMuse update profiling a very intriguing options strategy for professional traders is courtesy of a.m. edition of "Sight Beyond Sight" , the global macro strategy-centric publication from Rareview Macro LLC. The MM editors include former option market-makers and we're reasonably confident that the following idea has not yet been considered…Read More

13 February, 2015

$AAPL Swiss Bond Deal-Slicing Through the Jibber Jabber With…

MarketsMuse update profiling Apple, Inc. ($AAPL) Swiss bond issuance is courtesy of extract from a.m. edition of Rareview Macro LLC's "Sight Beyond Sight." The commentary on Apple Inc. (symbol: AAPL) and Swiss franc (CHF) below is certainly a rare view, simply because most professionals are still trying to decipher the…Read More

10 February, 2015

Currency-Hedged ETFs In Demand by Global Macro-Focused Traders

MarketsMuse update courtesy of reporting by Reuters' Gertrude Chavez-Dreyfuss and Ashley Lau NEW YORK (Reuters) – U.S. investors spooked by wild swings in the foreign exchange market are piling into exchange-traded funds that strip out the local currency on their international equity portfolios, making them one of the most sought-after…Read More

8 February, 2015

Fixed Income Guru Says This About Interest Rate Outlook-

[caption id="attachment_2790" align="alignleft" width="150"] Ron Quigley, Mischler Financial Group[/caption] MarketsMuse fixed income fix for Feb 5 is courtesy of Industry Veteran and debt capital markets guru Ron Quigley, Managing Director and Head of Fixed Income Syndicate for Mischler Financial Group, the sell-side's first and foremost investment bank/institutional brokerage boutique that…Read More

5 February, 2015

Global Macro ETF: A Rareview- Look No Further and…

MarketsMuse global macro trading insight courtesy of extract from 4 Feb edition of Rareview Macro LLC’s “Sight Beyond Sight” with reference to $MVE and $MVMVE [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] There are a lot of moving parts overnight, including the continuing debate on whether crude oil has…Read More

4 February, 2015

Confused About Crude? You’re Not Alone; Global Macro Traders…

MarketsMuse excerpt from Feb 3 edition of Rareview Macro LLC's  Sight Beyond Sight global macro commentary.. Professionals Not Discussing Crude Oil Strength...Short Euro Put on Hold This is simple. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] WTI crude oil is now up ~18% from the January 29th lows. It…Read More

3 February, 2015

Global Macro Czar Paul Singer Says This About Buying…

Elliott Management Founder Says It’s ‘Nutty’ to Hold Government Debt Below MarketsMuse extract courtesy of FinAlternatives.com’s afternoon edition (which is courtesy of coverage from Bloomberg LP’s Kelly Bit) is a beauty for those who follow the musings of this global macro trading titan…and the comments are consistent with what makes…Read More

2 February, 2015

Guggenheim Investments Eyes Currency Hedged ETFs

MarketMuse update is courtesy of Reuters.  Guggenheim Investments, the seventh-largest ETF issuer in the United States, is considering trying on currency hedged ETFs for size. Guggenheim Investments is considering launching one or more currency hedged exchange-traded funds, one of the hottest and most sought-after financial products the last few months. "I…Read More

2 February, 2015

Crude Oil, Contango and Confusion; Global Macro View

MarketsMuse provides below extracts from Feb 2 edition of Rareview Macro's Sight Beyond Sight as a courtesy to our readers. The entire edition of today's SBS newsletter is available via the link below. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Professionals Taking Move in Crude Oil Seriously...Concern Over Deeper…Read More

2 February, 2015

Swiss National Bank’s Policy Decision: Still Confused? Here’s a…

Still confused about the ramifications re: last week’s Swiss National Bank (SNB) monetary policy change? Join the 1%’ers, including those global macro-focused market mavens, divas and divos who are dining on fresh mackerel in Davos, galloping their ponies in Greenwich, and/or skiing in Aspen. The good news is one leading…Read More

23 January, 2015

Breaking News: The Black Swan from Switzerland: A Macro…

Marketsmuse.com update profiling Swiss National Bank (SNB) lowering of deposit rate to a -0.75% has, as noted by Neil Azous of global macro think Rareview Macro LLC,  “shocked the markets” and "will be booked into the Black Swan record books as an event to be remembered. " Below update starts…Read More

15 January, 2015

CDS Market Says: “How Crude” 1:3 Chance of Russian…

Below extract courtesy of global macro trading think tank Rareview Macro LLC 's  Jan 13 edition of daily commentary via "Sight Beyond Sight" [caption id="attachment_2349" align="alignleft" width="200"] Neil Azous, Rareview Macro[/caption] To Russia Without Much Love: Crude Catalyst and Credit Impact With another day of lower Crude Oil prices, the…Read More

13 January, 2015