Sight Beyond Sight® is a global macro trading newsletter written daily by Neil Azous. With over two decades of institutional experience across asset classes, Neil interprets the day-to-day economic, policy, strategy, and technical developments and provides actionable trading ideas for investors. We invite clients of Interactive Brokers to sign up for a free trial in Client Portal. If you are not a client of IB, you can sign up for a free trial by visiting our website.
S&P 500 – The 2013 vs. 2019 Comparison
The Case for Short USD/MXN
The Case for US Dollar Weakness
US Equities – Bull vs. Bear Arguments
What Do Gold, USD/BRL and XBI Have in Common?
Central Banks & REIT’s
Swedish Krona (SEK) Set to Weaken
Investors are becoming increasingly concerned that the Riksbank, the oldest central bank in the world, is behind the curve. Specifically, a consensus is forming that the Riksbank is too sanguine regarding growth, employment, inflation, and inflation expectations.Over the past year, Sweden’s unemployment has risen by more than 1% and from its trough has risen 1.4%.