Macro View

An updated assessment of the macroeconomic and market environment

Three Observations on China and Europe

by Jolley Letter on October 21, 2011

* I will be on leave on Monday as we head into one of the most pivotal risk events of recent years, the European Summit (now delayed until 26 October) to unveil the re-worked EFSF. Most funds will de-leverage into this event and likely take a neutral market position. Declining equity market volumes are indicative [...]

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