Here Are My Top Macro Ideas
The first 5 weeks of the year have seen international equities outperforming the S&P 500: European and Chinese stocks have rallied harder than US...
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Tectonic Macro Shifts
''Beginning in June, the Committee will slow the pace of decline of its securities holdings by reducing the monthly redemption cap on Treasury...
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Bubbles & AntiBubbles
This is why today we are going to cover the two strongest narratives out there: China is doomed; AI is the new revolution and US tech will dominate...
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The Liquidity Conundrum
The Fed has been running QT for a while and yet there is still abundant liquidity in the financial system. Fed’s bond holdings are down $1.3...
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US Downgrade! Now What?
Are we back in 2011 or what? After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in...
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