The MacroTourist

The MacroTourist

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The MacroTourist
FLAT IS A POSITION TOO
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FLAT IS A POSITION TOO

The 'tourist explains why he steering clear of US stock indexes

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Kevin Muir
May 18, 2023
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The MacroTourist
FLAT IS A POSITION TOO
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It’s a strange time. The hard economic data refuses to roll over, confounding almost everyone. The soft data continues to deteriorate, encouraging bears who are “sure” the recession is right around the corner. Meanwhile, the pain from the Fed’s most aggressive rate hiking cycle in decades has neutered regional banks, but at the same time, investors are …

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