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Macro Regime Tracker: FOMC Flows
Macro regime and risk assets qualified clearly
Jun 19
•
Capital Flows
16
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Macro Regime Tracker: FOMC Flows
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Alpha Report: Post-FOMC and Impact On Equities/Rates
Macro volatility
Jun 19
•
Capital Flows
20
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Capital Flows
Alpha Report: Post-FOMC and Impact On Equities/Rates
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1
Macro Regime Tracker: PRE-FOMC
Macro regime and risk assets qualified clearly
Jun 17
•
Capital Flows
17
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Macro Regime Tracker: PRE-FOMC
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Alpha Report: Interest Rates In The Global System
How interest rates interact with the changes in central bank policy
Jun 17
•
Capital Flows
28
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Capital Flows
Alpha Report: Interest Rates In The Global System
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3
Macro Regime Tracker: Macro Liquidity
Macro regime and risk assets qualified clearly
Jun 16
•
Capital Flows
17
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Macro Regime Tracker: Macro Liquidity
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Trade Write-Ups: Geopolitical Risk and Inflation
Trade set up
Jun 15
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Capital Flows
29
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Trade Write-Ups: Geopolitical Risk and Inflation
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Macro Regime Tracker: Week Ahead
Macro regime and risk assets qualified clearly
Jun 14
•
Capital Flows
19
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Macro Regime Tracker: Week Ahead
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Macro Report Part 2: Equities to ATH or new lows?
How the macro regime is skewing equities
Jun 14
•
Capital Flows
27
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Macro Report Part 2: Equities to ATH or new lows?
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2
Geopolitical Risk Video Breakdown: Crude, Equities, Bonds
Weekend risk and macro flows
Jun 13
•
Capital Flows
18
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Geopolitical Risk Video Breakdown: Crude, Equities, Bonds
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Macro Regime Tracker: Crude Risk
Macro regime and risk assets qualified clearly
Jun 13
•
Capital Flows
17
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Macro Regime Tracker: Crude Risk
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1
Macro Report: How Strong Is Growth and Inflation?
What are the true probabilities of a recession?
Jun 12
•
Capital Flows
28
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Capital Flows
Macro Report: How Strong Is Growth and Inflation?
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Macro Regime Tracker: Post CPI
Macro regime and risk assets qualified clearly
Jun 11
•
Capital Flows
13
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Macro Regime Tracker: Post CPI
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