Macro Observations

Macro Observations

Inflation Inevitable?

The Hidden Costs of Trade Wars

Macro Observations

Is DeepSeek A True AI Game Changer?

It Sure Seems Like It

Macro Observations

Let’s Revisit Interest Rates

The State Of The Bond Market

Macro Observations

Is Japan The Root Cause Of The Current Sell-Off In U.S. Treasuries?

The Simplest Answer Is Usually The Right One

Macro Observations

Inflation Today, Economic Collapse Tomorrow?

The Tariff Time Bomb

Macro Observations

The Fed Turns Hawkish, The BoJ Doesn’t

What We Learned From Central Banks This Week

Macro Observations

Shopping For Small-Caps

Tis The Season To Be Discerning

Macro Observations

Just A Reminder That The U.S. Housing Market Is Still Under A Lot Of Stress

While the financial markets focus on whether or not central banks will continue cutting rates, wondering where inflation is headed next or the impact of a global trade war, there’s one risk to the economy that’s never really gone away - the U.S. housing market. I was reminded

Macro Observations

Walmart vs. Target: One Looks Good; One Looks Awful

Which Is Telling The Real Story?

Macro Observations

Reverse Yen Carry Trade 2.0

We’re Setting Up For A Repeat Of July

Macro Observations

What Is Happening In The Treasury Market?

It Could Be Inflation, Liquidity, Trump Or Manipulation

Macro Observations

What Wins & What Loses In Both Election Outcomes

It's More Nuanced Than You Think