Macro Observations

Macro Observations

Walmart vs. Target: One Looks Good; One Looks Awful

Which Is Telling The Real Story?

Macro Observations

Reverse Yen Carry Trade 2.0

We’re Setting Up For A Repeat Of July

Macro Observations

What Is Happening In The Treasury Market?

It Could Be Inflation, Liquidity, Trump Or Manipulation

Macro Observations

What Wins & What Loses In Both Election Outcomes

It's More Nuanced Than You Think

Macro Observations

Silver’s Big Rally

Is It A Good Sign Or A Bad Sign For The Soft Landing?

Macro Observations

The Threat of Tariffs

Why They’re Likely To Be Bad For Everyone

Macro Observations

The 2nd Coming of Inflation

It May Have Already Started

Macro Observations

2024 vs. 2007

There Are More Similarities Than You Think

Macro Observations

China Comes To The Rescue

That Means The Fed Is In Trouble

Macro Observations

Most Credit Spread Measures Don’t Indicate Much Risk, But One Of Them Does

Few understand the TED spread.

Macro Observations

Is Recession On The Horizon?

Signals From Oil, Yen, Treasury Yields & More

Macro Observations

No, The Reverse Yen Carry Trade Isn’t Over

Nor Is The Current Crisis Of Confidence