A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 438 | Founded | a year ago | Last Issue | 5 days ago |
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bobeunlimited.substack.comLatest Issues
Acting Tough Only When It’s Easy
The Fed’s hike yesterday was expected given the market pricing and an easy “dose of accommodation” to take out. Question is, will the hiking continue when the tradeoffs are tougher?
Yesterday’s Fed hike was largely expected given the 90%+...
Consumer Check-in
While most folks will focus on parsing every word of the Fed later today, the most important release of the day comes early with the retail sales report providing a first official read of Aug demand.
The Fed meets today and for all the hyp...
The Global Outlier
While the rest of the world experiences strong nominal growth driving inflation concerns and surging bond yields, the Chinese economy remains the exact opposite.
The Chinese economy has been stuck in a malaise for years, but few times have...
Pipeline Problems
The shutdown of the Saudi East/West Pipeline is set to take roughly 5mln bbl/d off the market just at a time when inventories are starting to see tank bottoms.
Oil prices are surging back toward recent highs as we start the week with news...
The Week Ahead 2026.09.13
It's a central bank policy bonanza with the Fed, BoE, and BoJ all updating their policy, while the most interesting macro insight will likely come from crucial data we get updated through the week.
Last week was all about another leg highe...
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CIO at Unlimited Funds | Fmr IC at Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
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