Recent content by zkf

  1. Z

    Global Macro Trading Journal

    I think EUR/USD is better than express the same view with SEK, NOK Riksbank will lower its rate like AUD other commodity currency. But like Martin said, EUR is very complicated, at right now. I have difficulty find a dominate theme after trio QE(Fed, ECB, BOJ) .
  2. Z

    Global Macro Trading Journal

    I have the same feeling, maybe it's free-style, haha
  3. Z

    Global Macro Trading Journal

    Hey Martin, Since you're talking FX, two questions if I may, 1, you said price these things, how is these things get priced? From my understandings in forex, the market is always price future expectations.But this thing seems can not be quantified. 2, is Forward market more deep than spot...
  4. Z

    Global Macro Trading Journal

    Thank you Martinghoul, Is there real time or semi-real time chart? hehe, I demand here too much. p.s for the aussie bear, I suggest wait until ECB 6th Sep's meeting.
  5. Z

    Global Macro Trading Journal

    where could get the iron core spot price chart? Tried to use bloomberg, but it's not available for free users.
  6. Z

    Global Macro Trading Journal

    so true, forex trading volume is down a lot.
  7. Z

    Global Macro Trading Journal

    Thank you Martinghoul, I will take a look. I thought Brvan Howard is more like Capula Investment , do you know how these guy trades? In a bloomberg news, it says their main fund is on the relative value, sort of spread trading? Thanks
  8. Z

    Global Macro Trading Journal

    wow, that's informational. Thank you Martinghoul. The rate derivatives you mentioned is like rate spread? e.g German-Spain 10y yield spread. or curve spread? As you said his main focus is front end, what's that mean? I am quite strange to these thing, (I do read lots of your comments, but...
  9. Z

    Global Macro Trading Journal

    Thank you Daal, Alan Howard seems focus into forex and bonds trading, there was an article profiling how Alan trading everyday, From my understandings, Alan is a discretional and put huge emphasis on risk management, but that article lacks detail what instruments do he employ and the...
  10. Z

    Global Macro Trading Journal

    hi, nowadays, which markets (or instruments) are the main arena of these macro funds? forex, bonds or commodities? and what kind of strategy do they employ, for a non-quantitative fund? Thanks
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