Callum ThomasFeb 18, 20222 minWeekly Macro Themes - 18 February 2022Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Mike Zaccardi, CFA, CMTFeb 16, 20222 minEMFX Pointing to Better Days Ahead for Emerging Markets?One of our favorite EMFX price charts features bullish breadth divergence A major sentiment reset in EM stocks could be fuel for better...
Callum ThomasFeb 15, 20221 minChart of the Week - The Fed vs The StockmarketFed Sweet Spot Indicator: Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary...
Mike Zaccardi, CFA, CMTFeb 14, 20223 minPowell Playing Catch UpThe latest US CPI report further stoked inflation fears as inflation rates spiked Despite a safety-trade on Friday associated with the...