Newsroom

February 3, 2016

Neil Azous interview on CNBC with Brian Sullivan:  Trading Nation: Have professional investors become ‘impaired’?

Neil Azous, managing member of Rareview Macro, discusses how the combination of the PnL duress in the professional community and the confusion around the path of Federal Reserve policy, the Chinese yuan, Crude Oil, and the negative deposit rates implemented by the Bank of Japan and the European Central Bank, are creating a heightened level of sensitivity in the market place.

February 3, 2016

Neil Azous interview on CNBC with Brian Sullivan:  Trading Nation: Frontier markets sell off

Neil Azous, managing member of Rareview Macro, discusses the different time frames associated with investing in the frontier markets, how a number of key markets will open up soon in the Middle East, and the correlation to Crude Oil.

January 19, 2016

Webinar: The Federal Reserve Tool Kit

Recording Date: Tuesday, January 19th, 2016 1:00pm EDT

Speaker: Neil Azous, Founder and Managing Member of Rareview Macro

Description: Interactive Brokers invites you to take a break from the everyday commentary that surrounds the Federal Reserve to experience a unique webinar. Neil Azous, Founder of Rareview Macro and author of the Sight Beyond Sight newsletter, will co-host a webinar with Andrew Wilkinson, Chief Market Analyst at Interactive Brokers. Listen in to this educational event while Neil Azous, a highly regarded macro strategist, gives a rare, behind-the-scenes look at preparing for an FOMC meeting. Neil will share: • His proprietary tool kit, including the results of his FOMC interest rate model; • How the Fed’s forecasts may influence the Eurodollar interest rate curve; and • The most important parts of an FOMC statement that he believes traders should be focused on. This event is designed to help you to have a better understanding of how to create a pre-defined game plan for the next FOMC meeting and, in the minutes and days that follow the release of this information, help you to be able to trade more informed.

December 17, 2015

A Non-Consensus Case to Be Long Both the USD and Fixed Income 

Now that the Federal Reserve has raised interest rates, this viewpoint is what we believe to be the most important question on investors’ minds now – that is, what level is the neutral Fed funds rate? Neil Azous is pleased that his write-up on the market-implied neutral rate and the implications it has on the investment process was featured in the latest issue of the IRP Journal, a magazine that is digitally distributed to institutional investors and features current research from independent research providers (aka IRP’s).

December 16, 2015

Webinar: Live Trading of the Final Fed Meeting of 2015

Leading up to the Fed Statement release, Neil Azous, a highly regarded macro strategist, Founder of Rareview Macro, and Author of the Sight Beyond Sight newsletter, gives a rare, behind-the-scenes look at preparing for an FOMC event.

Neil shares:  1) the results of his proprietary FOMC interest rate model; 2) how the Fed’s forecasts will influence the Eurodollar curve; and 3) the three most important parts of the FOMC statement traders should be focused on.

Neil also provides a “connect-the-dots” macro explanation of how asset classes like the dollar, fixed income, and equities are expected to move in the minutes and days that follow the release..

December 13, 2015

How to Invest Your Money in 2016; Top 10 Fund Buys from 10 Pros

A panel of investment pros share their read on the stock market and recommend their best exchange-traded or mutual fund buy. Neil Azous, managing member of Rareview Macro, presents an overview on why the US equity market will be challenged in 2016 and argues to look offshore for secular growth opportunities, including investing in the China internet theme.

November 26, 2015

For This Cycle, Gold’s Time to Shine Has Passed

“For This Cycle, Gold’s Time to Shine Has Passed” was published in the December edition, Modern Trader. Neil Azous identified a list of seven factors that are credited with driving the gold price and defined them via market prices or statistics where a time series dating back to 1990 exists. His conclusion is that the commodity cycle peaked a year or two ago…and along with it the prospects for explosive upside in gold.

October 19, 2015

Sell When You Can, Not When You Have To

A segment from Sight Beyond Sight – Sell When You Can, Not When You Have To – was included in the latest issue of the IRP Journal, a recently launched magazine that is digitally distributed to institutional investors and features current research from independent research providers (aka IRP’s). As our readership expands deeper into Asia, Neil Azous, Founder and Managing Member of Rareview Macro, is pleased to be recognized by this Hong Kong-based publisher.

October 14, 2015

Neil Azous interview on CNBC with Brian Sullivan:  Trading Nation: Biggest surprises this earnings season

What will catch investors off guard? Neil Azous, managing member of Rareview Macro, says that the levers corporations can pull or place blame on - stock buybacks and currency headwinds - to mask revenue or earnings shortfalls can no longer be pulled at the same pace as the past.

October 14, 2015

Neil Azous interview on CNBC with Brian Sullivan:  Trading Nation: SF Federal Reserve controversial theory

Is Fed policy actually tight rather than loose? Neil Azous, managing member of Rareview Macro, discusses a controversial paper that is causing a re-pricing in the fixed income markets and the US dollar.