Sitemap - 2024 - The MacroTourist

WEEKLY WRAP-UP (s2024 e46)

WEEKLY PODCAST WRAP-UP (s2024 e46)

REVISITING THE FIRST RATE CUT

THE STOCK MARKET LOSES ITS BID

WEEKLY PODCAST WRAP-UP (s2024 e45)

WEEKLY WRAP-UP (s2024 e45)

WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING

WEEKLY WRAP-UP (s2024 e44)

WEEKLY PODCAST WRAP-UP (s2024 e44)

INFLATION BREAKEVENS: STILL A CORE HOLDING

WEEKLY WRAP-UP (s2024 e43)

WEEKLY PODCAST WRAP-UP (s2024 e43)

WEEKLY WRAP-UP (s2024 e42)

WEEKLY PODCAST WRAP-UP (s2024 e42)

FADING THE TREASURY ENTHUSIASM

BANKS: THE START OF A NEW (RELATIVE) BULL MARKET?

WEEKLY PODCAST WRAP-UP (s2024 e41)

WEEKLY WRAP-UP (s2024 e41)

WEEKLY WRAP-UP (s2024 e40)

WEEKLY PODCAST WRAP-UP (s2024 e40)

THE U.S. ELECTION: MAKING MACRO GREAT AGAIN

WEEKLY WRAP-UP PODCAST (s2024 e39)

WEEKLY WRAP-UP (s2024 e39)

WHAT'S DRIVING STOCKS

WEEKLY WRAP-UP (s2024 e38)

WEEKLY WRAP-UP PODCAST (s2024 e38)

BUY YOUR STRAW HATS IN WINTER

WEEKLY WRAP-UP PODCAST (s2024 e37)

WEEKLY WRAP-UP (s2024 e37)

ADDING TO MY LONG-END BOND SHORT

WEEKLY WRAP-UP (s2024 e36)

WEEKLY WRAP-UP PODCAST (s2024 e36)

EPS & P/E RATIOS IN TODAY'S ENVIRONMENT

EVERYTING YOU WANTED TO KNOW ABOUT STOCK INDEX EPS AND P/E RATIOS (but were afraid to ask)

WEEKLY WRAP-UP (s2024 e35)

WEEKLY WRAP-UP PODCAST (s2024 e35)

WEEKLY WRAP-UP (s2024 e34)

WEEKLY WRAP-UP PODCAST (s2024 e34)

WHAT MATTERS MORE THAN 25 OR 50

THE FIRST RATE CUT

LEVERED ETFS: AS SCARY AS THEY SOUND?

WEEKLY WRAP-UP PODCAST (s2024 e33)

WEEKLY WRAP-UP (s2024 e33)

WEEKLY WRAP-UP PODCAST (s2024 e32)

WEEKLY WRAP-UP (s2024 e32)

SO YOU WANNA SPECULATE ON BONDS?

WEEKLY WRAP-UP (s2024 e31)

WEEKLY WRAP-UP PODCAST (s2024 e31)

WEEKLY WRAP-UP (s2024 e30)

WEEKLY WRAP-UP PODCAST (s2024 e3)

JACKSON HOLE: DON'T EXPECT A DOVISH POWELL

WEEKLY WRAP-UP (s2024 e29)

WEEKLY WRAP-UP PODCAST (s2024 e29)

WEEKLY WRAP-UP PODCAST (s2024 e28)

WEEKLY WRAP-UP (s2024 e29)

WEEKLY WRAP-UP PODCAST (s2024 e28)

WEEKLY WRAP-UP (s2024 e28)

WORRIED (Part 2 of 3)

ATI: ACTIVIST TREASURY ISSUANCE

WEEKLY WRAP-UP (s2024 e27)

WEEKLY WRAP-UP (s2024 e27)

JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?

WEEKLY WRAP-UP PODCAST (s2024 e26)

WEEKLY WRAP-UP (s2024 e26)

TRUMP'S BLOOMBERG BUSINESSWEEK INTERVIEW

WEEKLY WRAP-UP PODCAST (s2024 e25)

WEEKLY WRAP-UP (s2024 e25)

WORRIED (Part 1 of 3)

WEEKLY WRAP-UP (s2024 e24)

WEEKLY WRAP-UP PODCAST (s2024 e24)

FED'S PERMANENTLY LARGE BALANCE SHEET'S BENEFITS HAVE ALREADY BEEN FELT

MARKETS RETURN TO MEAN OVER TIME

LOWER INTEREST RATES WILL NOT MEAN HIGHER STOCK PRICES

WEEKLY WRAP-UP PODCAST (s2024 e23)

WEEKLY WRAP-UP (s2024 e23)

WEEKLY WRAP-UP (s2024 e22)

WEEKLY WRAP-UP PODCAST (s2024 e22)

WEEKLY WRAP-UP (s2024 e21)

WEEKLY WRAP-UP PODCAST (s2024 e21)

WEEKLY WRAP-UP (s2024 e20)

'SUFFICIENTLY RESTRICTIVE'

TIME TO LEAN INTO THE CANADA SHORT

WEEKLY WRAP-UP (s2024 e19)

WEEKLY WRAP-UP (s2024 e18)

BE OPEN MINDED TO 8% TO 10% INFLATION

TIME TO LEVER UP 2s

STOCK/BOND CORRELATION, EQUITY RISK PREMIUM, AND WHEN WILL BOND MARKET WEAKNESS BITE?

WHAT HAPPENS TO GOLD IF THE YEN APPRECIATES?

WEEKLY WRAP-UP (s2024 e17)

YEN WEAKNESS FINALLY SHOWING UP IN U.S. DATA?

WEEKLY WRAP-UP (s2024 e16)

RIPPLING VAR SHOCKS

TGA AND QT TAPERING ROADMAP

WEEKLY WRAP-UP (s2024 e15)

WEEKLY WRAP-UP (s2024 e14)

HUKOU REFORM: THE NEXT CHINESE STIMULUS?

WEEKLY WRAP-UP (s2024 e13)

SELL THE AUTOS: SERIOUSLY, JUST TAKE THEM OFF YOUR SCREEN

WEEKLY WRAP-UP (s2024 e12)

FED DOT PLOT: ONLY TWO PARTS MATTER

WEEKLY WRAP-UP (s2024 e11)

FORWARD INFLATION IS RALLYING

WEEKLY WRAP-UP (s2024 e10)

THE COUPON IS NOT THE REAL COST OF A CONVERT

RISK-PARITY BACKSTOP or TERM PREMIUM PRESSURE?

WEEKLY WRAP-UP (s2024 e9)

THE DISPERSION TRADE: BALANCED BUT RISKY

WEEKLY WRAP-UP (s2024 e8)

THE DISPERSION TRADE: DIGGING INTO SOME MATH

THE DISPERSION TRADE: THE NEXT CRISIS IN THE MAKING?

MINI-BUBBLES ARE THE NEW FACTS OF LIFE

WEEKLY WRAP-UP (s2024 e7)

WEEKLY WRAP-UP (s2024 e6): Vol-control funds and CTAs sold stocks. A clue for timing a correction?

WEEKLY WRAP-UP (s2024 e5)

THE FED IS NOT CUTTING BECAUSE THE ECONOMY IS WEAK

WEEKLY WRAP-UP (s2024 e4)

CRUDE OIL'S RISK REWARD IS SKEWED TO THE UPSIDE

WEEKLY WRAP-UP (s2024 e3)

CHEAP JAPANESE STOCK INDEX FORWARDS

WEEKLY WRAP-UP (s2024 e2)

SCARCE TO ABUNDANT RESERVES

DOES THE MARKET REALLY BELIEVE THE FED WILL CUT OVER 5 TIMES THIS YEAR?

WEEKLY WRAP-UP (s2024 e1)

TURNING-OF-THE-CALENDAR OPPORTUNITIES

WEEKLY WRAP-UP (s2023 e23)

Error