Trending Content - Hedge Fund Forum
| No transparency to book and P&L - is this normal? | 9 | 26m | |
| +13 | Interview at Macro HF , what should I expect? | 3 | 13h |
| +13 | Would you work at this distressed fund? | 4 | 4h |
| +12 | SM HF to LO as a junior? | 3 | 6h |
| +11 | Feeling unqualified for new job | 3 | 8h |
| +9 | MMHF undergrad intern working banking hours? | 3 | 1d |
| +9 | Fundamental HF case study: what is the model actually testing? | 1 | 5d |
| +6 | Walleye 2027 Roles | 0 | 5d |
| +6 | MMHF case studies | 5 | 3d |
Career Resources
What is "Macro basis"?
I changed it to Macro Outlook.
The Donald is going to make US treasuries great again...
General view in markets: Trump is going to make global inflation expectations great again... Yuge Inflation... Bigger inflation than China and Mexico... He's gonna build a wall against disinflation and make yield curves pay for it...
Them yield curves are refusing to pay for the moment. 5s30s slope in USTs is arnd 40bps flatter since the election.
Cautious. One has just a good a shot of calling the macro outlook as they did calling the election. The bear case is no different than it was a month ago. The bull case is half the country just got bullish on the economy and neither have would've been if Hillary won.
I'd love to hear about your bear case!
Weak economies... Disengaged consumers.. Fed propping up markets... Economic growth average of the last xx years may have been an event and not the norm.. Take your pick. Not saying I give them all merit.
Officia omnis et possimus et facilis odit vel. Id consequatur optio illum sit. Nihil ea aut ea sit optio voluptatibus ea aut.
Qui iusto ut quasi. Impedit autem cum et cumque quod consequatur. Consectetur voluptatem quibusdam porro officia quo eum non. Voluptatem qui iste aperiam dolores. Et commodi est mollitia sit pariatur. Culpa sit suscipit voluptatem necessitatibus est.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...