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.

9 recent posts in this collection

Macro outlook - 5 December 2022

The Dollar's continued weakness extends current market moves, delays reversals ...

2 days ago • 6 min read

Macro outlook - 28 November 2022

Dollar upside reversal still expected with risk off in equities and commodities the corollary ...

9 days ago • 9 min read

Macro outlook - 21 November 2022

The anticipated macro rotation (dollar up, risk off) looks to have started ...

16 days ago • 10 min read

Macro outlook - 14 November 2022

Potential change of regime if Dollar recovers - expected shortly ...

23 days ago • 9 min read

Macro outlook - 7 November 2022

Macro looking rotational into next CPI with pref view DXY up, equities down ...

a month ago • 8 min read

Macro outlook - 31 October 2022

Dollar attempting to find foothold, commodities turn or push down ...

a month ago • 9 min read

Macro outlook - 24 October 2022

Dollar down, risk on up but fragile ...

a month ago • 7 min read

Macro outlook - 17 October 2022

Commodities and risk on inflecting higher, but Dollar fragile ...

2 months ago • 6 min read

Macro outlook - 13 Oct 2022

Dollar near to downturn, risk off in equities and commodities mature ...

2 months ago • 7 min read