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Watch Series

The “Watch Series” is a collection of individual series such as Europolitics Watch, Inflation Watch, Real Estate watch and much more. Stay tuned for in-depth coverage of your favourite subjects.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

No matter where you turn, strategists and analysts are calling the rally in risk assets overdone, arguing that the damage to the economy is already baked in. But as we’ve seen repeatedly, that damage keeps getting delayed by frontloading. And if trade deals are actually on the table soon (admittedly a big assumption), then the outlook is far more procyclical than what the IMF, Bloomberg, and others are currently expecting.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

What We Told Hedge Funds: When Did We Remove April from the Market Calendar?

Risk assets are partying like April didn’t happen, which begs the question: are markets slowly but surely starting to shrug off the macro risks associated with the US-China trade war? It all depends on the US’s ability to close deals—and quickly—before macro data starts to roll over for good.

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What We Told Hedge Funds: What If the Jay-Man Gets the Axe?

What We Told Hedge Funds: What If the Jay-Man Gets the Axe?

We’ve been all over the short USD trade this year, but the full scope of potential debasement still feels elusive. Trump is now openly floating the idea of firing the Fed Chair, while Waller seems to be holding his job interviews in public. Position accordingly.

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The Drill: A rush for gold amidst a geopolitical circus unfolding

The Drill: A rush for gold amidst a geopolitical circus unfolding

Gold is ripping, copper’s crumbling, and oil’s caught in a geopolitical crossfire — with policy chaos from D.C. to Tehran shaping every tick. The manufacturing hangover is just beginning, and the market’s favorite safe haven is now a political statement.

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Week at a Glance – Is Waller the next Fed chair?

Week at a Glance – Hard Data Is Looking Incredibly Solid Into Very Soft Expectations

The slowdown in U.S. growth has so far been fairly isolated to trade and services data, which is why soft data has been weak while hard data hasn’t budged. When looking at domestic activity, the U.S. economy is still doing fine—for now. But is that something to cheer for?

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What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

What we told hedge funds this week: Panic o’clock as Trump nukes the cycle

Trump has nuked the business cycle, and the wheels are coming off. Inflation is about to fall like a stone, and central banks will panic-ease soon—even if they won’t admit it. A decently strong NFP report paired with Powell’s speech was exactly what investors didn’t need.

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What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here’s What We Told Hedge Funds This Week – and How We’re Trading It!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

What We Told Hedge Funds: The Hated Equity Rally Has More Legs to Go!

Here is what we told hedge funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape—all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.


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