The FOMC held steady, as markets expected. However, markets reacted strongly, with 30-year Treasuries selling off materially, confirming the pause was inconsistent with fundamental...

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Prometheus Research

Danny Dayan

Global Macro ex-hedge fund manager and investor. Conduct deep macroeconomic study to identify mispriced markets across asset classes, then identify options trading strategies with asymmetric upside vs. downside.

AP Research

AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.

Bob Elliott

CIO at Unlimited Funds | Fmr IC at Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice

Michael Howell

Dr Michael J. Howell has worked in finance for over 30 years. Formerly Research Director at Salomon Bros where he developed the concept of 'Global Liquidity'. He is author of 'Investing in Emerging Markets' (1995) and 'Capital Wars' (2020).

LB MACRO

Global Leading Macroeconomic and Market Consultancy Firm

VK Macro

The Macro Journal is my personal blog discussing global macro and thematic issues while on a short-ish career break.

@prometheusmacro

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