Macro Report/Insights: Macro Views

Update on bonds and equities

Capital Flows

Sep 5, 2023

∙ Paid

Hey everyone,

I hope the long weekend treated you well

Let’s jump right into it!

My views from the macro report have not changed. Please review the original macro report here:

Macro Report/Insights: Comprehensive Macro Report

Capital Flows

Aug 28

Macro Report/Insights: Comprehensive Macro Report

Hey everyone, I always like taking time away to write longer form macro reports framing how I trade for the next couple of months. The last macro report really hit the nail on the head with how bond price action would play out through the month of August:

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Also check out the article I did on bond levels:

Macro Report/Insights: Bond Levels

Capital Flows

Aug 28

Hey everyone, I laid out my views on bonds in the macro report that I published this morning: If you are trying to get a better grasp on the bond market, check out the primer I wrote here: Link. The 5-Part FX Primer would also be very helpful on this as well:

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There are several main ideas I want to cover expanding/updating the insights provided in previous articles:

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