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Macro MorselsMacro Morsels
US Retail Sales Post Modest Gain in May, Missing Consensus

US Retail Sales Post Modest Gain in May, Missing Consensus

Making Sense of Today's Disappointing Data Points

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - Mixed market awaits US Retail Sales

Breakfast Bites - Mixed market awaits US Retail Sales

Fedspeak; Market Positioning and GS updates S&P 500 price target

Ayesha Tariq
Ayesha Tariq
DashboardDashboard
MacroVisor Dashboard - Week of June 17th, 2024

MacroVisor Dashboard - Week of June 17th, 2024

Our updated views on global markets and more

Ayesha Tariq
Markets & Mayhem
Ayesha Tariq, +1
Macro MorselsMacro Morsels
MacroVisor May 2024 Retail Sales Preview

MacroVisor May 2024 Retail Sales Preview

A look at what analysts expect for tomorrow's retail sales data

Markets & Mayhem
Markets & Mayhem
ThemesThemes
What is Artificial Intelligence?

What is Artificial Intelligence?

A primer on AI as an investment theme

Markets & Mayhem
Markets & Mayhem
The Weekend Edition # 137 - Short-Term Oil Outlook

The Weekend Edition # 137 - Short-Term Oil Outlook

Market Recap: What a Week!; Macro: Oil Outlook; Closing Thoughts: A word of caution

Ayesha Tariq
Ayesha Tariq
IdeasIdeas
A Long-Term Opportunity in Cybersecurity

A Long-Term Opportunity in Cybersecurity

A beaten down player with great turnaround potential

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - No change from the BoJ; Yen weakens

Breakfast Bites - No change from the BoJ; Yen weakens

European stocks heavily down; US Futures lower; Commodities stable

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - What a day!

Breakfast Bites - What a day!

Cooler CPI fuels everything rally; Fed sees on hike in 2024; BOJ meeting up next

Ayesha Tariq
Ayesha Tariq
ThemesThemes
Outlook on Europe: Post-election Views

Outlook on Europe: Post-election Views

What happened; Possible Scenarios; Asset Outlooks

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - US CPI Inflation and Fed Rate Decision today

Breakfast Bites - US CPI Inflation and Fed Rate Decision today

US CPI Preview; UK GDP Stagnates; More Trade Wars: Update on Tariffs and Sanctions

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Dollar breaking out; Copper pulling back

Breakfast Bites - Dollar breaking out; Copper pulling back

UK Unemployment rises; US Small Business Optimism Rises; NY Fed - Consumers expect lower inflation

Ayesha Tariq
Ayesha Tariq
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