Global Strategy – More defensive
​The strategy measures elevated risk of a downturn in global growth. A near-term rate hike, as indicated by several Fed officials this week, would come at a risky point, because the resulting monetary tightening coincides with the ongoing effort to deflate a likely debt and asset bubble in China.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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