Spreading the truth. Empowering the people.
by northmantrader Markets are red hot, but it keeps getting downright frosty in macro land. Bulls will say none of this matters because an easy Fed trumps fundamentals. And that may … Read more
via marketwatch: An escalating trade war, a hard landing in China, and Brexit could prompt a global recession U.S. investors are once again paying attention to the dark clouds gathering over … Read more
Since Powell backtracked and the PBOC stepped up liquidity injections, global money supply has roundtripped to March 18 levels. Forget earnings or macro. This is why markets have rallied. pic.twitter.com/ANxj0EcdD1 … Read more
by Troy Not much has changed with the S&P 500 hovering around its 50% retracement. We will have a flood of macro data over the next few weeks to digest … Read more
via northmantrader: Lots of “bottom is in” calls these days after the 10%+ rally off of the December lows. I remain on the open minded train train awaiting for more evidence … Read more
via themacrotourist: Think back to this past summer. The US dollar was rallying hard, having risen from 88 DXY in the spring to 97 as August drew to a close. At … Read more
by Troy Our new Macro Investing Index is described as: As we’ve demonstrated repeatedly here at Bull Markets, leading economic indicators are also long term leading indicators for the stock … Read more
Chris Gaffney, president of World Markets at TIAA Bank joins Remy Blaire at the NASDAQ MarketSite to weigh in on global growth expectations heading into year-end. Gaffney offers his take … Read more
#MACRO MODEL SHOWS US #STOCKMARKET AT RECORD OVERVALUATION AND OVERDUE FOR #BEARMARKET Model in 2000 – 84%Model in 2007 – 91%Model in 2018 – 100% Via @mcm_ct pic.twitter.com/Vwscg4RLox — OW … Read more
19 handle! 2s10s pic.twitter.com/eoT6C7Qum9 — Randy Woodward (@TheBondFreak) August 24, 2018 🌍😎 Week ahead: Curve confusion – Curve confusion prompting a late-cyclical mindset– But yield curve apologists are in control … Read more
by Kimble Charting CLICK ON CHART TO ENLARGE Doc Copper has had a rough go of it over the past 7-years and especially of late. Since the highs back in 2011, … Read more
by Chris Kimble Commodities are becoming a hot topic… and an important investing theme. With the US Dollar coming back to life, commodities have pulled back. And that pullback now has the … Read more
via jsblokland Macroeconomic surprise indices have become increasingly popular in recent years. To many investors they matter more than the actual macro-economic numbers, which should make macro surprise indices a useful … Read more
Consumer prices rose much more than expected, while retail sales fell when they were expected to rise. Consumers are buying less, but paying more. It's stagflation all the way. This … Read more
