BOJ, US equity, FX, Emerging markets and more
Rates, money & credit. GDP breakdown. MegaCap earnings. Automakers pricing power.
The Capital Cycle, Energy, Homebuilders and much more.
A bit of data + earnings for Homebuilders, NFLX, TSLA, GS, DFS and more.
The big picture, weekly recap, CPI & the road ahead
CPI, Disinflation, Powell and asset bubbles.
Weekly recap, FX trades & Volatility
Data from Australia, European manufacturing, Populism and some charts.
Asia currency weakness, Gold & Miners, Liquidity, Short Squeeze
Money supply, Housing prices and Government Interventions.
Macro thoughts, Weekly Market recap, FX, Sentiment and the road ahead.
Rate Hikes, Charts and Trend Lines, FX and more
