Macro Outlook
Our weekly Macro Outlook newsletter is posted every Monday morning (or the first trading day after). Updates are posted during the week as market action unfolds.
Macro Outlook
Macro Outlook - 9 December 2024
The key index to watch is the US Dollar - potentially emerging from an 80 day cycle trough (together with USDJPY). Gold's 40 day cycle looks heavy, Oil is testing an 80 day cycle low, S&P500 futures look to have more upside play, Bitcoin still has legs ...
Macro Outlook
Macro Outlook - 4 November 2024
Into the US Presidential election tomorrow and we expect volatility, which could temporarily disrupt analysis conclusions. Eyes are on equity risk in particular and we look at the cyclic inflections in S&P 500 futures. Also of note is the turn that looks to be taking place in the US Dollar. ...