Global Macro Method
Global Macro Method is a collection of research and trade hypothesis that I personally use to trade global macro in futures.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 236 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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globalmacromethod.netLatest Issues
This Is Not 2022. It May Be a More Difficult Bond Regime.
The current selloff is smaller in price terms, but it reflects a deeper repricing of policy, real rates and the global cost of capital.
The current selloff is smaller in price terms, but it reflects a deeper repricing of policy, real rates...
The Week That Was and the Week That Is: Strong Demand, Weak Hiring and a Fed Prepared to Tighten
Reviewing 24–28 August and looking ahead to 31 August–4 September
Reviewing 24–28 August and looking ahead to 31 August–4 September
US Equities: Rates Are In Charge
US equities remain in a bull trend, but the quality of the rally is more fragile than the index suggests.
US equities remain in a bull trend, but the quality of the rally is more fragile than the index suggests. Nvidia’s strong outlook and...
US Macro Into Jackson Hole: A Credibility Test, Not A Soft Landing
The US is running a split-screen economy.
The US is running a split-screen economy. Labour has slowed enough to make another hike risky, but inflation is too high for the Fed to sound relaxed. Private demand and corporate profits remain fi...
The Curve Matters More Than the Next Fed Meeting
The way I would trade US macro here is not by forcing one view across the whole rates curve.
The way I would trade US macro here is not by forcing one view across the whole rates curve. The front end and the long end are trading different...
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Authors
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Former Sell Side, Buy Side and now Family Office and Personal Account Trader. Top down, Bottom up approach with quanta-mental overlay
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