Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
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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.
Back to school update on the most important narratives of 2023.
Back to school update on the most important narratives of 2023.
We explore the outlook for oil and gas capex for the next couple of years.
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.
We look at oil's supply and demand fundamentals and at the possible implications of poor market breadth.
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
How to Solve "The" Problem, The Biggest Stimulus of All is About to End, 1940s vs. 1970s Inflation Playbook
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
Russia/Ukraine Update, China-Taiwan Ship Inspections, OPEC+ Oil Cuts, EU LNG, Germany Getting Serious about EU Spending, Middle East Update
Updates from around the world of Geopolitics.
We explore last month's local news of global impact and remind readers of why we still like Brazil.
Mystery brewing in China, a rising Poland, and politics aside, Brazil has a bright future
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending
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.
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
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.