Macro ESG is back from break and thought that we would start with a review of the calls to date:

In How China and the EU Come Out on Top in the US versus Russia and Saudi Arabia Crude Oil Battle, the best call so far is long China. The Chinese equity market is on fire. And likely to make a big move higher. But it is a closed market and so is the currency. So, it’s really hard to say just exactly what this means to the global markets – it’s sort of living in its own little world, market speaking... www.macroESG.com #macroESG

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