WEEKLY MACRO NOTE - Santa & Narratives

Narratives, Yields & Currencies & Sentiment

Merry Christmas & Happy Holidays

DATA DIVE - Money & Debt

Money, Debt & Bankruptcies, Tesla & Apple

WEEKLY MACRO NOTE - Quad Witching

Quad Witching, Weekly wrap up, Brazil & ETFs, Pump & NFTs

DATA DIVE - Monkeys & Gates

CPI & FOMC, Crypto On-Chain, WisdomTree Crypto, Blackstone Closes Gates

WEEKLY MACRO NOTE - Dirty Dancing

OIL & Energy, Equities & Bonds, Crypto and positioning

DATA DIVE - Short and Sweet

Housing, Profits and and Savings

WEEKLY MACRO NOTE - Matters of Judgement

Matters of Judgement, Weekly Wrap Up, Realised vs Implied Volatility, Levels

DATA DIVE - A matter of time

Powell, Economic Data, GDP and Employment

WEEKLY MACRO NOTE - Nothingness

Weekly wrap up, sentiment check and the road ahead.

WEEKLY MACRO NOTE - Endogenous effects

Energy, Option Market Dynamics, Crypto Contagion and more

Chart Storm

25 Charts for the next 25 days