RE: risk macro21 Jul 2017 12:56
Steph....your macro posts are good to read.I have a simple mind that can only understand the understandable.There are a zillion different possible outcome combinations that could arise from Brexit,politics,Putin,Trump,China,North Korea,interest and exchange ratesemplment levels,immigration policy,,terrorism,debt levels,etc,etc.So I have to ignore everything macro and focus entirely on the operational aspects of TEF and that alone.Markets hate uncertainty but ithey do provide some opportunities for those that stay within their circle of competance.