Sitemap - 2025 - Macro Is Dead
Charts & Notes: How to turn a European bear into a bull
Charts & Notes: Japan is pure macro
Charts & Notes: Problematic Private Credit
Charts & Notes: Market volatility confusion
Charts & Notes: Chinese economic stagnation
Charts & Notes: QT, we hardly knew thee
Charts & Notes: The deficit narrative is strong
Charts & Notes: Amazing growth revisions
Charts & Notes: Credit > Government
Charts & Notes: Risk managing your data dependence
Charts & Notes: Small number no good
Charts & Notes: There is no bond "rout"
Charts & Notes: Independence and Involution
Charts & Notes: The myth of seasonality
Charts & Notes: Tracking Tariff Effects #3
Charts & Notes: Those payroll revisions were important
Charts & Notes: GDP & Europe deal - the contrarian view
Charts & Notes: Ally = 15%, Enemy = 30%+?
Charts & Notes: Tracking Tariff Effects #2
Charts & Notes: Quiet & confidence is risky
Charts & Notes: Themes are good, narratives are not
Charts & Notes: Everything is government
Charts & Notes: The Fed is confused
Charts & Notes: Tariffs, or an aging cycle?
Charts & Notes: Rates stocktake
Mutually Assured Economic Destruction
Charts & Notes: Sovereign debt stress analysis is back
Charts & Notes: 30Y JGB(edlam)
Charts & Notes: Tracking tariff effects
Charts & Notes: Eerie silence*
Charts & Notes: No eco, let's talk about markets
Charts & Notes: Hard data unaffected
Charts & Notes: Economic war waged
Charts & Notes: Tariff special
Charts & Notes: Fed worries follow market worries
Charts & Notes: There is no recession in panic
How does US growth slow with so much new debt?
Charts & Notes: More growth, just not in the US?
Charts & Notes: Growth scare? Or hidden tech bust
Charts & Notes: Kyiv and the Bundestag
Charts & Notes: Growth turning up
Charts & Notes - CBs keeping it cool