Trades - Opportunity in CNY and more
Current fundamental return drivers include the Eurozone-US cyclical lag, reduced downside risk for CM demand, reduced downside risk for growth in EM and the potential re-emergence of a weaker CNY as a risk for global markets.
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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