Macro Thoughts Archives | Signals Matter

Macro Thoughts

The Dollar, Markets, Inflation and Gold—Just Follow the Money

35 shares A Bit of Bull   As the new year kicks in, a number of diverse yet qualified opinions and

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Stock market think tank

Insider Secrets: Geopolitical Dangers You Must Consider

31shares This week, as I pack my bags for Europe, I found myself on the phone with a DC think-tank

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2020 Market Outlook

Looking Ahead: What We See for 2020

As the fireworks dim and empty champagne bottles litter a table, beach or kitchen near you, we can turn toward

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US Exporters

Party on New Year’s Eve? Not For Risk Managers or US Exporters…

23 shares Welcome back to What’s Happening Now, our last report for an eventful year in which equity markets reached for

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Fed and Recession

Has the Fed Outlawed Recessions?

27 shares As we head full-bore into 2020, below we tackle a question posed by many bemused bears and fervent

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bears vs bulls

Focus on Facts Rather than Bears & Bulls In a 2019 of Fed U-Turns

32shares Today, the partisanship out of DC, from where I’m overlooking the Jefferson memorial, is nearly unbearable. Red vs blue

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U.S. Debt

What WE are Seeing That the Media Won’t Tell YOU: DEBT Storm Warnings

49 shares The U.S. has crossed the debt Rubicon of no-return yet all we see in the headlines is, well…

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Revisiting Gold

30 shares We’re on a journey together through a distorted Twilight Zone of a market. So naturally, readers are constantly

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Twilight Zone Markets

You’re Now Entering the “Twilight Zone”

25 shares Last week was crazy in the markets, and this one will likely be no less so – if

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Euro Dollar Liquidity Crisis

Dollar Liquidity: The Euro Dollar Time Bomb No One Hears Ticking

67 shares There are just not enough dollars today to meet the fantastic array of nuanced and complex dollar demand

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