Thoughts and research on the ever-changing global macroeconomic landscape.
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Markets, Gold & positioning.
On risk seeking and risk aversion, bond market update, sentiment and some stocks
Bonds, Sentiment, and the road ahead.
Hawkish Powell, Bonds and selloffs, Bearish sentiment and more.
Elite Overproduction, Notes on the Dollar, Oil & Gold, Sentiment and the FOMC
Newsletter Distribution update, End of year scenarios, Sentiment, Correlations and more
Labour Markets and Inflation expectations
China, weekly wrap up, Sentiment liquidity and more
Peak growth and inflation expectation and what it means for Yields and Gold.
Market wrap up, sentiment and positioning and the road ahead.
Indices, rates and earnings
