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Takeaway: Our Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and proprietary quantitative market context.

CLICK HERE to view the document. In today’s edition, we highlight:

  1. How the recent spate of domestic economic data suggests you should continue to remain overweight Treasuries and munis as we await mass capitulation from both buy-side and sell-side consensus on bonds
  2. Adding ultra long-term Treasuries (EDV) to our Top-5 global macro long ideas in lieu of the Japanese yen, which is not providing us with the counter-cyclical exposure we had originally anticipated (inflation instead of deflation in Japan = lower real interest rates = less defensive when cross-asset volatility spikes)

Best of luck out there,

Darius Dale

Associate: Macro Team