Sitemap - 2024 - Midday Macro
2025 Costanza Trades – LAST MIDDAY MACRO
The Melt Up Continues: Falling Volatility Keeps Equities and Rates Well Bid
The Trump Trade Resumes as Markets Navigate Increased Headline Volatility
You Reap What You Sow: Is Trump 2.0 Stagflationary?
The Unlikely Resilience of Risk Appetite
Election vs. Earnings: Market’s Coming Dilemma
Labor Market Sentiment Is Too Negative Given Where Growth Is
Beijing Goes Big, But Is It Enough?
Policy Error No More? Powell Gets His Way and Potentially Saves the Day
Historical Equity Rally Pauses as Markets Weigh a Mixed Macro Backdrop
Calmer Markets in “Wait and See” Mode Ahead of Next Week’s Heavy Data Deluge
The Policy Error Trap: Has the Fed’s “Transitory” Mistake Created a “Too High for Too Long” Bias?
Fed Likely To Dial It Back With Disinflation Back On Track and Labor Markets Loosening
Weaker Hard and Soft Data Bringing into Question Consumer Resilience in Q2
Less Optimistic Consumer Opens Door For Further Dovish Fed Pivot - Midday Macro – 5/10/2024
Tactical Pause or Ready to Burst: Has the Reflation Trade Gone Too Far? - Midday Macro – 4/17/2024
Stronger Productivity and a Growing Workforce Challenge Traditional Policy Views – Midday Macro
China Vows To Stimulate Economy on “All Fronts,” Will It Be Enough? - Midday Macro – 3/8/2024
Inflation Picks Up and Growth Cools Keeping Fed Uncertain and Patient - Midday Macro – 2/16/2024