Back to school update on the most important narratives of 2023
5% is Normal, U.S. GDP by Sector, Construction vs. Tech
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending
Roger and Ed discuss the question on everyone's mind - Will there be a long shallow recession?
The 10-year U.S. Treasury yield is the most important chart in the world right now
We explore the outlook for oil and gas capex for the next couple of years
How to Solve "The" Problem, The Biggest Stimulus of All is About to End, 1940s vs. 1970s Inflation Playbook
Oil in 2H23, Market Structure, Natural Gas, Turkey, China's Export Controls, Black Sea Grain Deal.
We look at emerging evidence of the distressed situation for private equity and highlight why you shouldn't be chasing big tech after this rally
What people don’t realize is the US equity market is $40 trillion, but the amount of flows that move the market is only $50 billion
8 charts covering the Turnaround in Japanese Equities, European Natural Gas, Apple Liquidtiy, Arms Sales to Taiwan, and the Geopolitical Tug-o-War with Oil
Rebellion in Russia, The Turnaround in Japan, Waiting on Demand in China, FOMC: Pause, Plateau or Pivot?, Ukraine’s Counteroffensive, Mexico’s Corn Trade Dispute with the U.S., Positioning Reports & Sentiment Surveys