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Registration is now open for Hedge Connection’s biggest event of the year. Held again at the beautiful Fairmont Southampton in Bermuda, this year’s agenda diversifies well beyond the one-on-one focus of previous years, as we look to include a wider audience of alternative investment professionals

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Greetings,   First, a quick administrative note. When possible/appropriate, we provide a link to further reading on the subject. Sources (listed below each chart) that are underlined represent links. Also, we often show the Twitter handle for references, which is a unique identifier that makes it easier for readers to learn more about each source.

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Greetings, We begin with the United States where wholesale inventories posted the biggest gain in 10 months. Goldman’s economists raised their Q2 US GDP forecast to 3.2% in response to the higher than expected inventories build. Source: Goldman Sachs This 3.2% GDP growth forecast is inconsistent with the latest Markit PMI report (discussed a couple of

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