Paper Alfa - Macro & More

Paper Alfa - Macro & More

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Paper Alfa - Macro & More
Paper Alfa - Macro & More
Friday's Paper Round
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Friday's Paper Round

28 April, 2023

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Paper Alfa
Apr 28, 2023
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Paper Alfa - Macro & More
Paper Alfa - Macro & More
Friday's Paper Round
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Another month is almost in the bag. If you look at pretty much any chart, you would conclude that this was indeed a nothing-month. Great, and congrats if you managed to squeeze out a positive PnL.

I guess it was always meant to be a normalisation time post the March banking woes and the upcoming well-anticipated liquidity withdrawal and Fed action. Data…

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