Macro Notes

Macro Notes - May 20, 2025

US bond market looks vulnerable

May 21 •

Macro Notes - May 10 2025

Fed, Volatility, Bitcoin, DXY

May 10 •

Macro Notes - Apr 26, 2025

US Economy - Current state

Apr 26 •

US Recession Watch

Aug 1, 2024 •

Jul 25, 2024 •

Fed, Oil, the Dollar, EurChf and China

Jul 4, 2024 •

In today's notes we discuss the ongoing deflation threat in China, higher inflation outcomes in Australia and Canada, and some thoughts on the Dollar…

Jun 27, 2024 •

Jun 20, 2024 •

Market bullets for June 6th, 2024.

Jun 6, 2024 •

Oil Curve has shifted up $2.00/barrel out to Dec 25. Slight increase in geo-political risk premia noted. Crude stocks at storage depot in Cushing…

May 30, 2024 •

Fed Policy, Cad Cpi, European Data, Japanese rates & China housing

May 23, 2024 •

May 15, 2024 •

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