5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant to the current and near-term market actions. We’ll as usual be short and concise, covering what has already happened this week, as...
Great Game – What comes next for Hamas and Israel?
Is it 1973 all over again? What is Hamas’ masterplan? How will Israel respond? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Steno Signals #68: There is NOT enough buyers for bonds amidst all this
Public deficits are running wild, while the risk of another war that needs ongoing funding is growing. US households have net bought loads of US Treasuries, but will they continue in light of ongoing disappointments? To read the full article, sign up for a 14-day FREE...
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