The Drill: Strap in for Trump
We look at what has happened and what to expect from Trump during his first week in the Oval Office and how we would position. 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: It’s the 2021 manufacturing cycle all over again
Philly non-manufacturing is slowing, while manufacturing is booming. Are we witnessing the end of the inventory cycle, with manufacturing now starting to produce at the level of underlying demand rather than at a reduced pace to deplete inventories?
Macro Nugget: China is deindustrializing Germany
China has now surpassed Germany in terms of vehicle trade between Germany and itself. That underlines the importance of next month’s election in Germany. If Germany (And EU for that matter) doesn’t develop its own industrial policy then China is...
Recent Comments