Global-Macro-Flow @globalmacroflow
Multi-asset Strategist. Joined May 2019-
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great calculation
great observation
it's around 23 now, let's see what will happen in 12 months...
Is the economic Cycle dead? Some would argue so... (and n.b. that 2020's blip is almost not counted as the pandemic shock was not really your usual recession) More charts, thoughts: chartstorm.info/p/weekly-s-and…
One of those VIX charts that I’ll keep in my collection
great chart
contrarian signals
Interesting, haven’t watched this indicator before
Great tables, even better than those by Goldman
Great tables, even better than those by Goldman
If there was ever a technical setup for one of the most hated industries in the market, it's now. The notion that gold miners won’t follow gold prices this time is one of the most historically unsupported opinions I've heard. One thing is certain, a potential breakout from…
how do you calculate the "long-term earnings growth forecasts"?
could be insightful if we breakdown the EPS to see why nominal growth haven't translated into earnings
could be insightful if we breakdown the EPS to see why nominal growth haven't translated into earnings
An interesting observation: it seems that seasonality of home prices is negatively correlated with that of stock prices?
Strongly recommend everyone read this, when you have time. The parallels to today are rather wow. 12-minute read. fraser.stlouisfed.org/files/docs/pub…
We’ve had many clients coming to us confused about this current cycle, recognising that traditional ways of thinking about the economy has consistently failed in the last few years. We offer... @darioperkins (open to read, no paywall) blogs.tslombard.com/where-are-we-i…
great technical notes
just curious: where is the 2018-19 cycle

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