2024.05.20 Weekly
Long and strong (not wrong)
Read more
Wk42 MacroTechnicals - Will Bonds Blowup?
Bond rebound - sentiment fundamentals and fund flows, CPI preview, and some charts we're watching
Wk41 MacroTechnicals - Are We There Yet?
Why stocks staying resilient will prolong the pressure, not resolve it
Wk40 MacroTechnicals - Macro Backdrop Still Bearish For risk
Trump has no good options, Energy relief still out of sight
Wk39 MacroTechnicals - EUR debasement thesis
Euro debasement thesis - timing and trading considerations; US equities weakness