With stocks in an uptrend at the present time and nothing much new to report, we're going to finish up what will now become at the very least a bimonthly review of the global macro picture. This morning we will take an executive summary look at Japan, Commodities, and Currencies.
Again, I do not pretend to suggest that the commentary provided this week is anything even remotely close to a thorough analysis of the various global macro categories. However, as someone who does run a portfolio that looks all over the world for performance, sometimes the K.I.S.S. method is all you need to get the really big moves right...............................................Full Article: Source
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