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global macro data from asia to europe and america in the last 24 hours shows deterioration – the hope for a glorious 2h rebound is so far fantasy — Alastair … Read more
the hope of a global 2h19 rebound has so far not translated into global macro data beating to the upside. pic.twitter.com/4WVABWpZVX — Alastair Williamson (@StockBoardAsset) June 25, 2019 UST10Y likely … Read more
by Troy Instead of trying to predict when the economy will deteriorate in the distant future (which countless experts have tried and failed), we simply look for deterioration among the leading … Read more
via @chigrl: Global Trade Is Contracting For the First Time Since 2016
BY JOHN RUBINO Rick Rule: The macro environment is pretty constructive for gold … Kyle Bass: China’s house is on fire; if you have money invested in Asia I would seriously … Read more
Record valuations and leverage alone do not make a market top. Add macro timing: -Faltering consumer confidence-Liquidity drying up-Negative economic surprises-EPS growth deceleration-Yield curve inversions-Extreme VIX short-China shocks to comet.co/9DrQo35QlK … Read more
Record valuations and leverage alone do not make a market top. Add macro timing: -Faltering consumer confidence-Liquidity drying up-Negative economic surprises-EPS growth deceleration-Yield curve inversions-Extreme VIX short-China shocks to comet.co/9DrQo35QlK … Read more
This is RIGHT ON and to those who think macro does not matter – well you are wrong h/t @hks55 pic.twitter.com/e2tbAKNapO — mcm-ct.com (@mcm_ct) April 16, 2019 The three-month trend … Read more
by visualcapitalist It’s hard to say for certain what the future holds. Without the luxury of a crystal ball, investors must find opportunities by analyzing the market. There’s just one problem: … Read more
by Troy The economy’s fundamentals determine the stock market’s medium-long term outlook. Technicals determine the stock market’s short-medium term outlook. Here’s why: The stock market’s long term risk:reward is no longer bullish. … Read more
by northmantrader The big macro wheels are turning and everybody better pay very close attention. The Reckoning is coming. Best hope for a substantive China trade deal and a last minute … Read more
via @TaviCosta: Long gold in CNY; short global equities. Remarkable how well this trade performed in all Chinese and global economic downturns of the last 40 years. In-depth analysis follows below: … Read more
Have we seen the bottom in macro data? Global macro data may bounce in the next month, but the long term trend of low growth and disinflation prevails. … And … Read more
via @ericbeebo: Companies with fatter margins may be maintaining them for not-so-good reasons: declining competition Watch trends in NIPA earnings and margins — they lead the S&P, and the S&P in … Read more
via themacrotourist: I have become fascinated by MMT (Modern Monetary Theory). Sure, you can crap all over it, but I am not so sure there isn’t much to learn by opening … Read more
JPMorgan: “Unique Macro Environment” Calls for Unique Asset Solution, so Buy Gold “They like gold on the idea that the Fed will erode real yields to spur the economy, undermining … Read more