Excess Demand for Labor is Waning As we mentioned in the last Macro Note, leading economic indicators are signaling weakness […] To access this content please upgrade to another membership
The Yield Curve is Deeply Inverted In the last Macro Note we highlighted that stocks typically produced below-average returns in […] To access this content please upgrade to another membership
Here is today’s premium video covering: Is the window of opportunity for a stock market rally closing? SP500 technical posture […] To access this content please upgrade to another membership
Peak Inflation Generally Leads Stocks Higher In the prior Macro Note we showed that yield curve inversions signal a pessimistic […] To access this content please upgrade to another membership
Here is today’s premium video covering: The USD’s recent price action and what to expect next. Its impact on US […] To access this content please upgrade to another membership
Stock Returns are Weak Following Curve Inversions Today we’ll expand the work from earlier this week on curve inversions, taking […] To access this content please upgrade to another membership
Following a failed breakout, Bitcoin continues to consolidate between resistance at $17,6k and support at $15,8k. The failed breakout and […] To access this content please upgrade to another membership
Yield Curve Inversion: An Important Macro Regime The 10-year/2-year U.S. yield curve inverted in August, the first time that’s happened […] To access this content please upgrade to another membership
This update will be focused on the recent key market developments in the stock and bond markets. The recent price […] To access this content please upgrade to another membership
