The SentimenTrader Macro Index Model, a measure of economic activity, declined by 27% in May. That’s the 2nd most significant contraction in history. June 9, 2022 10:22 am
Russell Napier: rates, inflation, and where this whole macro picture is headed October 8, 2021 10:45 am
Do people realize that the set of “record-high” macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter? April 5, 2021 5:42 pm
Record valuations and leverage alone do not make a market top. Add macro timing: April 30, 2019 6:16 pmApril 29, 2019 10:59 pm
Critical Macro Warning Signals Lining Up Today… Kevin Smith & Tavi Costa – We Believe We’re In The Early Stages Of A Bear Market April 27, 2019 9:32 pmApril 26, 2019 1:09 pm
This is RIGHT ON and to those who think macro does not matter – well you are wrong April 16, 2019 11:29 am
The big macro wheels are turning and everybody better pay very close attention. The Reckoning is coming. March 24, 2019 11:32 am
Global macro data may bounce in the next month, but the long term trend of low growth and disinflation prevails. … And central planners will not change it…. Bloomberg: The Fed’s Failures Are Mounting March 13, 2019 5:12 pmMarch 13, 2019 4:15 pm
Latest macro: A deep dive into US profit margins and earnings. When detrending margins, they don’t look so hot for this stage of the cycle March 14, 2019 9:03 amMarch 13, 2019 11:00 am
JPMorgan: “Unique Macro Environment” Calls for Unique Asset Solution, so Buy Gold… MarketWatch: “Gold Will Keep Rising — Here Are 13 Ways to Profit From the Rally” February 25, 2019 12:27 pm
Macro Frost – Makes you wonder who’s doing all the buying. Markets are blazing hot, but there’s a macro frost in the air. February 13, 2019 6:56 am
