What is a good reading list for Global Macro investing? What does Bridgewater, Bervan Howard, Soros, AQR etc. use to teach their staff about macroeconomic investing?
Let us assume a top-class education at the undergraduate level in economics, maths, and economic history so as to avoid the common recommendations of not very useful introductory texts.
Note: Global Macro Investing involves expressing views on commodities, rates, FX, Real Estate, Equities and other asset classes using ownership, futures, or options to find relative value and generate alpha on a global basis.
For example: Short USDTRY on asset outflows from turkey due to geo-political risk and US tightening cycle compared to TRY printing/easing.