Charts

Friday Chart Book

Real Rates / Curve Narratives / Fed Pressure and French Politics

2 hrs ago •

Mid-Week Thoughts

What's Cooking?

Aug 26 •

Friday Chart Book

Jackson Hole Takes / Geopolitics & Charts

Aug 22 •

Friday Chart Book

Risk Parity / Gold re-valuation / Alaska Party

Aug 15 •

Friday Chart Book

Waiting for CPI / Gold Tariff Impact / Preparing for Stagflation

Aug 8 •

New Macro FX Trades

Aug 5 •

Friday Chart Book

Powell Stands Still / Equity Margin Debt / New Trade

Aug 1 •

Friday Chart Book

Tariff Math / Trade for a Slowdown / ECB & Japan

Jul 25 •

Mid-Week Update

Bonds attempt a Comeback, Gold, USD

Jul 22 •

Friday Chart Book

Parody vs Credibility

Jul 18 •

Post-CPI Thoughts

Any Cuts at all? Is Europe sleeping?

Jul 15 •

Friday Chart Book

ATH, Rate Cuts and Tariff Deadlines

Jul 11 •

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