Macro Updates

Updates issued "intra-week" on the instruments included in our Macro newsletter

102 recent posts in this collection

10 year US Treasury notes update - 13 November 2024

Rallies as the US Dollar fails in bull trap or softens as Dollar pushes out through June highs? ...

3 months ago • 1 min read

Wheat futures update - 12 November 2024

In the anticipated 80 day cycle trough zone now. Signs to watch for the trough confirmation ...

3 months ago • 1 min read

Oil update - 12 November 2024

In this revision to Monday's outlook we adjust our target levels and expectations ...

3 months ago • 1 min read

US Dollar vs. South African Rand (USDZAR) update - 11 November 2024

In our last update we forecast a 40 day cycle trough at just over 17.1 around 12 November. The actual 40 day cycle trough came in at 17.27 on 7 November ...

3 months ago • 1 min read

Gold update - 7 November 2024

In Monday's macro outlook we were looking for the next 40 day cycle trough under the 40 day VTL ...

3 months ago • 1 min read

FTSE China A50 Index futures update - 7 November 2024

The question for China here is how significant was the trough that has launched the recent push higher and where does it fit into the longer trend? ...

3 months ago • 1 min read

UK 10 year gilts update - 30 October 2024

Updating the 23 October update post the Rachel Reeves UK Budget announcement. The 18 October low could well have been a 54 month cycle trough and price has continued to lift well. ...

4 months ago • 1 min read

10 year US Treasury notes update - 30 October 2024

We last updated on 21 October and the road-map so far has been accurate. The 80 day cycle trough could be forming now ...

4 months ago • 1 min read

US Dollar vs. South African Rand (USDZAR) update - 30 October 2024

Updating the call we made on 17 October. A quick reminder of why we look at this emerging markets pair: the South African Rand (ZAR) is sensitive to industrial metals prices, which in turn makes it a China and a global growth play ...

4 months ago • 1 min read

CADUSD (Canadian vs US Dollar) - 29 October 2024

It is not inconceivable that the 54 month cycle trough is pushed forward in time and an opportunity at the shorter cycles degree may be presenting itself ...

4 months ago • 1 min read