Macro Mondays

Will the Fed Cut in December?

Fed Cuts Coming or Crisis Brewing?

The Printer Is Coming

Is China Winning the Trade War?

The Tariff Battle Heats Up

Are We in an AI Bubble?

Bitcoin Soars, Japanese Bonds Buckle

Fed Cuts, Flash Crash, and Geopolitics

Most-Hated Rally Ever?

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

Crypto Volatility, China Rallies... Is the U.S. Next?

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?