AngelinGlobal Macro ViewsShort MXN PesoWeek 06/23/2017: Ever since the US election, it was expected that Mexico would be hit with >20% tariffs, which would have squeezed the…Jun 27, 2017Jun 27, 2017
AngelinGlobal Macro ViewsShort Puts on 20+ year Treasuries at ~ 3.19% yieldThe yield curve is likely to keep flattening from here. I believe there is limited upside to the 30y yield. Recent economic data (CPI and…Jun 22, 2017Jun 22, 2017