My mantra is simple and what drives my Macro-To-Micro trading style: Policies lead economy. Credit leads equities. And Volatility reprices everything. So I get how the low-interest rate environment has driven the ‘credit-up’ cycle with the corporate bond market in full pedal-to-the-metal mode financing the equity run. From 2007 through Q3 of 2016, net buyers […]

To Access This Member Content, Log In Here!