Macro Mondays

Strong Dollar Means Weak Dollar?

Global Trade Rewired

Iran Tensions Over?

Geopolitics Driving Markets Again

Ukraine strikes and the state of sanctions

Downgrades, Debt, and Digital Gold

A Path to Trade War Diffusion

Is Trump’s Plan Working?

Is Macro Data Dead?

What Could Reverse This Market Meltdown?

No more safe havens? Well, maybe...

How to Trade the Geopolitical Firehose

How to trade the inflation schism

Have We Reached the Bottom in Equities?

Why reciprocal tariffs are a GOOD thing

Could Trump actually bring global tariffs DOWN?

3 Good Tariff Trades for a Crazy Week!

DeepSeek panic or opportunity?

Trump Inauguration Preview - And everything NOT Trump

Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

These Are the TOP Trades for 2025

5 good trades for 2025

Macro Mondays: Global Stimulus Signals

Trump vs. China: What’s Next for Global Markets?

Markets Are Screaming for Liquidity

Will the Fed Finish the Job?

Macro Mondays #74 - When the Trump bet dies, here's what to look for

Macro Mondays #73 - What the f*ck is happening to Bonds?

Macro Mondays #72 - Are markets prepared for a liquidity tsunami?

Macro Mondays #71 - the Polymarket effect

Macro Mondays #70 - The Beijing Nothing Burger

Macro Mondays #69 - Stimulating an OK economy

Macro Mondays #68 - China bringing a potent knife to a gunfight?

Macro Mondays #67 - How to position for the cutting season?

Macro Mondays #66 - 25BP or 50BP? And how to position

Macro Mondays #65 - Is this sell-off even worse?

Macro Mondays #64 - Was the H1 Rebound a fake?

Macro Mondays #63 - What to make of Powell's Jackson Hole Speech

Macro Mondays #62 - Shelter, liquidity & is it time to buy again?

Macro Mondays #61 - Advisors turning pessimistic & The Ukraine

Macro Mondays #60 - BoJ Aftermath & The Gold Trade.

Macro Mondays #59 - Stop worrying about employment and look forward!

Macro Mondays #58 - What will Kamalanomics look like?

Macro Mondays #57 - It’s a GUNG HO SUMMER!

Macro Mondays #56 - 3 recession indicators you need to watch

Macro Mondays #55 - What is China doing with all it’s copper?

Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week

Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves

Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt

Macro Monday #51 - Germany rebounding!