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Global Macro Insights

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Timely perspectives from financial industry experts.

Follow the Money!

5/18/2019

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Follow the Money!
As macro-traders, we are mainly interested in the long-term trend: where we are in the trend, and how long it will continue. This is true not just for particular trading products, or monetary policy, but for geopolitical trends and capital allocation trends. In fact, the interdependency between these and other factors are what make the financial markets resemble what Paul Tudor Jones coined a “3-dimensional chess game”. Today, let’s look at some current trends to see where capital is likely to go in the next 10 years.

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