4 min read

Pausing or Skipping?

By: Altegris Research (Curators) on 6/16/23 5:13 PM

Weekly Round-Up
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Weekly Round-Up: Issue 061623

 
Citadel

Ken Griffin Ramps Up Credit Bets, Anticipating US Recession | BBG

 

 
Systematic Trend

60/40 and the Diversification Benefits of Managed Futures Strategies | PGIM

 

 
Asset Allocation

Diversification versus Hedging | CAIA

 

 
Junk Loans

US junk loan defaults surge as higher interest rates start to bite | FT

 

 
FX

Currency volatility over the decades | MacroBond

 

 
Commodity

Commodity Tracker: 4 charts to watch this week | S&P Global

 

 
UNCOMFORTABLE BREAK-UP

Crispin Odey’s One-Week Downfall Was Decades in the Making | Bloomberg

 

 
Crops

Mapping El Nino's impact on crop yields, global food trade in 2023-24 | S&P Global

 

 
Energy

Short-Term Energy Outlook | EIA

 

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