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Nothing to see here. GDP follows job openings almost precisely. At some point these macro imbalances will matter. pic.twitter.com/Q9bB2phtkS — Otavio (Tavi) Costa (@TaviCosta) October 11, 2019 Markets tend to … Read more
by WSBConsensus Bear: July marked the second consecutive month of contraction in Global PMI’s US 10yr real yields touches negative territory Gold made fresh highs US ISM nonmanufacturing index surprised to … Read more
via MarketWatch: Financial markets are at a crucial inflection point and Wall Street investors should look no further than the U.S. dollar for the clearest sign of the increasing stress … Read more
via Otavio (Tavi) Costa: Gold in yuan terms breaking out while stocks are selling off. Credit bubbles always burst.
via @crescatkevin: 1. The Fed is shifting back to easing mode as the global economy is faltering 2. Rate cuts assure a new trend of declining real yields to drive … Read more
The US is the only stock market in the world to make new highs recently. Every other G-20 index already peaked a long time ago. Macro imbalances abound as fundamentals … Read more
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