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, ...

We present our best charts on gorwth from around the globe! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or ...

The rate of change in carry has turned?

Everything at the moment seems to revolve around Trump and his policies. How have markets been positioned heading into inauguration week, and is it possible to cut through the noise? To ...

We look at what has happened and what to expect from Trump during his first week in the Oval Office and how we would position. To read the full article, ...

Strong Philly Manufacturing prints while Non-Manufacturing looks weak