5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
Global macro never sleeps, and this week is no exception with ongoing turmoil in US equity space amidst the big 7 reporting earnings. The last...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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Positioning Watch: Shifting Gears without Panic
I sent Congress an urgent budget request to fund America’s national security needs to support our critical partners, including Israel and...
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The Weekly Market Monitor – Where’s the Plunge Protection Team?
China's National Team seems absent as Chinese stocks tumble, geopolitics take center stage, but still, Sentiment is not depressed enough.
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Japan: The End of Japanification as Rising Nominal GDP Spurs Virtuous Circles
Decisive end to deflation (core inflation at 2.8%YoY, 21 months of YoY wage gains) sets off a virtuous circle: per capital nominal GDP up 3.5%,...
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