Being a macro investor is hard enough without taking on a side job as a weatherman, but that’s what seems to be required today. The U.S. economic outlook depends on the weather, the outlook for commodity prices – depends on the weather, the outlook for interest rates, equities, inflation, consumer demand – depends on the weather. In some ways it might be a good trade, after all, weathermen get it wrong all the time and still get paid.
Street Address
City, State, Zip
Phone Number
The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets