Chart of the Day: Is the US Overheating?
The answer to this critical question for global investors is increasingly, yes! We already know that US final domestic demand boomed at an...
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Dollar Weakness: Blame Shifting Monetary Policy Expectations & Protectionist Trump Administration
The brevity of the recent correction to US equities suggests that US monetary conditions remain supportive for risk-taking.Foreign holdings of US...
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Chart of the Day: US Inflation Turns Scary - Part 2
Just as last week's January CPI report showed a genuinely alarming acceleration in 'core core' CPI momentum with the Cleveland Fed's median CPI...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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Chart of the Day: US Inflation Turns Scary
US inflation has been flickering back to life for several months now. We have been consistently highlighting this ominous trend and identified the...
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