Concoda
Macro Brief

Macro Brief

Global macro made easy.

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Precious metals breakout, also increasing the likelihood of a deflationary Q1. Watch for falling financials, energy, yields, and commodity prices for…
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The world's "black gold" continues to defy other market's deflationary signals. Rates and financials are the other renegades, suggesting the contra…
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As PMIs peak in America, U.S. tech remains weak, while emerging market data continues to improve. The Dollar sell-off signals short-term "risk on…
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Markets disagree with my view/econometrics, so I'm sticking with what works
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"In retrospect, it was inevitable"
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Rising volatility in every major market makes for good entertainment but not investing
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The sudden spike in yields makes little sense. I'm fading it.
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