Macro Minute: More Signs of Recession, 5y5y Forward and Breakevens
How the 5Y5Y Forward and breakevens reveal transitory inflation and signal a looming recession through market inversions.
Macro
Macro Minute: Dr. Copper Crashing is Bad Signal for the Global Economy
The Implications of China's Slowing Economy, Copper Stockpiles and Global Market Trends
A Response from Team Transitory
Was inflation transitory or not? It seems so, but what were the reasons and excuses now offered by the other side. A response to a AIER post.
Macro Update - 30 June 2022
We find ourselves at the end of Q2 and about to "officially" enter a recession. They are a little late to the party...
How fast is the inflation scare and taper talk going to turn back into recession and even more QE? Pretty quick.
— Ansel Lindner (@AnselLindner) July
Macro Update - 20 May 2022
Macro update of currencies, the dollar and euro, commodities, oil, gas prices, CPI and monthly CPI.
Global Update - 15 April 2022
In this post: Bretton Woods III theory, Ukraine situation, Globalism vs Populism ft. Le Pen.
Macro Chart Rundown - 25 Jan 2022
In this post: Ukraine situation, Oil and natural gas prices, Oil production rising, Fertilizer cost, US yield curve, Dollar (DXY), and Shipping costs