The Economy is Splitting in Two: How to Trade the Rotation
The video below walks through the macro split that’s defining every market right now. Below, I break down the specific macro drivers and signals you want to be watching in order to understand WHY things are moving and WHERE we are likely to move:
Connected Slide deck from video:
All of the educational resources and free models can be found here: LINK
Below is the in-depth report for paid subscribers, further breaking down the specifics in the macro regime, HOW to quantify them, the exact models to use for measuring the regime, and trading implications.