SELECTION OF BLOG POSTS
USDCHF – A French Election Trade
ALEXGUREVICH | April 21, 2017
Market participants, remembering the impact of Brexit, have their focus on France this weekend. The last thing I want to...
Not Forecasting 2017
ALEXGUREVICH | December 30, 2016
Year end is a sweet time for bashing forecasters. Many investors take a savage delight in pointing how comically off...
Priced To Perfection?
ALEXGUREVICH | December 1, 2016
TrumponomicsFor over two solid weeks after the election, the markets have been relentlessly pricing in the success of “Trumponomics.” To...
Flat Curves and Recessions
ALEXGUREVICH | October 17, 2016
All too often I hear sentences like “The bond market and the stock market say opposite things about the economy”...
Journey of Cash
ALEXGUREVICH | July 18, 2016
A fascinating debate about equity valuations and the validity of lofty bond prices rages on. Some macro thinkers such as...