Moving from oversold to overbought, US Financial Conditions ease pretty significantly, and the need for higher defense spending
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy
The potential impact on Natural Gas markets of the Armenia-Azerbaijan war, the Israel-Hamas war, and the undersea attacks in the North and Baltic Seas
Hybrids > EVs and The Beginning of the End of the Renewable Industrial Complex
The Bear and Bull Case into Year End, the 2030 Portfolio, and Should Japan Defend the Yen?
Liquidity, a Looming Credit Event, and the Health of the Consumer are all in focus heading into year-end
Roger and Imran Lakha of Options Insights discuss cross-asset volatility to build a macro trading framework
We take a look at what the bull case for equity markets in Q4 could be
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.