Infinity Q Market Outlook – January 2018

Infinity Q Market Outlook – January 2018
Cover Your Tail – September 2017
Market Outlook PERHAPS, THE END OF THE BEGINNING The rise of authoritarian populist leaders like Donald Trump, Marine Le Pen, Norbert Hoffer, Nigel Farage, and Geert Wilders […]
The move lower in global equities in August and September caught many investors off guard. The shift in risk sentiment was widespread and relentless. The rally that followed in […]
The FOMC language was slightly more dovish than expected causing US equity investors to breathe a sigh of relief. The S&P 500 rallied 1.5% from mid-Wednesday to […]
We are adding a new macro position to our portfolio: long 5 year CDS on Mexico currently trading at 67 bps. The increase in growth expectations and […]
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