Great Game – Iranian attack in the next few days?
Here’s a quick rundown of the most important geopolitical risks right now! 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...
Macro Nugget: Bloodbath in Asia
Global recession fears, stretched positioning, BoJ tightening and JPY strength all contributing to what is now the biggest drop in Japan’s main index since 1987.
The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty
The coming week is all about determining whether this is truly a recessionary meltdown or not, with the credit cycle and the ISM survey providing some much-needed clues. The credit cycle does NOT look recessionary as of now, but liquidity could turn abruptly worse. To...
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