The Global Macro Trader

The Global Macro Trader

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Retirement
After discussing this little hobby of mine with my wife, given the limited time available we all have away from work, I have decided to end The Global…
 • The Global Macro Trader
Why the Fed's Inclination to Wait for More Data is a Positive & Oil Market Looks Interesting
One of the more interesting pieces of information last week was the release of the Fed minutes.
 • The Global Macro Trader
Has Inflation Bottomed or Just Noise? Also a look into Labor Market Conditions
Inflation Data
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5 Topics Covered This week 1) The Consumer, 2) Auctions, 3) Fed Speakers, 4) Commercial Banking, and 5) China
Senior Loan Officer Survey & the Consumer
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If March Fed Cuts are Off the Table, Now What Happens?
Unless something material changes, March Fed cuts are off the table (for now).
 • The Global Macro Trader

January 2024

Pre-Fed Meeting Analysis Along with 2024 Scenarios for Stocks and Bonds
Last week was very interesting, even if markets were relatively quiet.
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Fed Pushes Back Against Cuts, Is there a Trading Opportunity?
I have kept writing that the probability of a Fed cut in March was unrealistically high, including the not so subtle title of a prior post back on…
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Has Inflation Really Peaked? Also, How I am Positioning my Long Stock Position
Inflation Data
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Why March Fed Cuts are Unlikely and Caution to Bullish Fixed Income Traders
Jobs Data
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5 Areas of Focus for Markets in 2024
As 2024 is now here, I have outlined five factors that I will be watching closely all year.
 • The Global Macro Trader

December 2023

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