Macro Archives

Reopening Drives Market Higher, Ignoring COVID Cases and PMIs

November 30, 2022

Job Market Implies Hawkish Inflation Stance Is Needed

November 30, 2022

Climate and COP27: Political Pressures, Investment Implications

The recent UN Climate Change Conference helped advance initiatives important to sustainable investing, especially the global energy transition. ...more

November 30, 2022

Are 2% Rates the New Zero?

November 30, 2022

Episode 48

Inflation, Rates, and Recession – The Worsening Inversion Version

November 30, 2022

Mixed Up in Front of Powell Speech

There is a good bit of news in today's morning mix, but the news that will matter most to the market won't come to light until 1:30 p.m. ET. ...more

November 30, 2022

European Gas Prices Making New 7 Week Highs

November 30, 2022

Chart Advisor: Who’s Making New Highs? – The summer highs come into focus for key market sectors.

November 30, 2022

Fed Reminds Us That Peak Isn’t Pivot

November 29, 2022

Remote And Hybrid Work Is Boosting Commercial Air Travel

November 29, 2022

The ‘New’ Real Estate for a Post-COVID World

Real estate is a classic ‘real asset’ but, after the COVID-19 pandemic, are you equally excited about traditional offices or shopping malls? ...more

November 29, 2022

A Mega Margin Call?

November 29, 2022

Stocks Heavy, But Commodities Rebound on China

U.S. equity benchmarks retreated Monday as uncertainties rose. After rallying to close out the holiday week, each index struggled at its respective resistance as unrest in China erupted. ...more

November 29, 2022

Inflation’s Over The Hill

Global inflation might just have peaked, according to reports out over the weekend. ...more

November 29, 2022

New Ways of Moving

This – refreshingly – is not one of those pieces; rather a round-up of recent things we’ve read and heard about how the future of transport is evolving. ...more

November 29, 2022

Sinking Sentiment: When a Bad Mood is Good Fews for Markets

November 29, 2022

Technical Analysis Heading Into Tuesday’s Open: November 29, 2022

Gramza Capital Management

November 29, 2022

Chart Advisor: Leaders Say Goodbye to their Summer Highs – The leading sectors and indexes fail to hold their August highs.

November 29, 2022

Pivot? No. Peak? Not Yet. Pause? Not Now. Slower Pace….

November 28, 2022

What If Earnings Growth Turns Negative?

November 28, 2022

Inflation: Where Will October’s Promising Signs Lead?

November 28, 2022

Weekly Market Recap: November 28, 2022

November 28, 2022

Economic Update: November 28, 2022

Weekly Economic Update for the week of November 28, 2022: growth, jobs, profits, inflation, rates, risks, and investment themes. ...more

November 28, 2022

Evolution & Revolution: Five Technology Megatrends Impacting Society

November 28, 2022

Outlook 2023: Global and Thematic Equities

November 28, 2022

Something In The Air

There is a weak tone in the equity futures market this morning and it is more than just a tryptophan hangover. It is an expression of growing concerns about global growth prospects due to reports of increased social protests in China. ...more

November 28, 2022

China Crisis Spooks Markets

November 28, 2022

A Common Sense Approach to Markets with Ben Carlson

In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. ...more

November 28, 2022

Chart Advisor: UK Equities Lead The Way – Stocks close out a big week of gains as Europe continues to show leadership.

November 28, 2022

Show Us Your Portfolio: Ben Hunt

We talk with Epsilon Theory founder Ben Hunt about why he doesn’t invest in public markets and instead invests in the things closest and most important to him. ...more

November 25, 2022

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