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Breakfast Bites - Quiet start to the month

Breakfast Bites - Quiet start to the month

Asian market lower; European PMIs largely firmer but still contractionary;

Ayesha Tariq
Ayesha Tariq
Charts of the WeekCharts of the Week
Charts of the Week

Charts of the Week

The Fearless Market

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - Inflation and Oil

Breakfast Bites - Inflation and Oil

OPEC meetings are on; Euro inflation cooler; India GDP strong; US GDP revised upwards; China and Japan activity slows

Ayesha Tariq
Ayesha Tariq
PodcastPodcast
Memorializing Munger, GDP Growth Gushes & K-Shaped Recovery

Memorializing Munger, GDP Growth Gushes & K-Shaped Recovery

The latest MacroVisor Podcast is now available

Markets & Mayhem
Ayesha Tariq
Markets & Mayhem, +1
Breakfast Bites Breakfast Bites
Breakfast Bites - Farewell to a legend

Breakfast Bites - Farewell to a legend

Equity futures higher; GDP data in focus; Spanish inflation cooler; German inflation awaited; Australian inflation cooler

Ayesha Tariq
Ayesha Tariq
ThemesThemes
OPEC’s Surprise Move

OPEC’s Surprise Move

There's more than meets the eye

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - European Monetary Aggregates Continue to Contract

Breakfast Bites - European Monetary Aggregates Continue to Contract

Adani group surges; NZ rate decision tomorrow; US New Home Sales much lower

Ayesha Tariq
Ayesha Tariq
Learning ReferencesLearning References
How to Read US GDP Data

How to Read US GDP Data

Understanding US GDP data releases and what they're telling us about the health of the economy

Markets & Mayhem
Markets & Mayhem
Breakfast Bites - US stocks and gold see big inflows

Breakfast Bites - US stocks and gold see big inflows

More 0DTE's for the US; Stress in China's cash; European equities pull back on oil; Black Friday sees massive sales

Ayesha Tariq
Ayesha Tariq
IdeasIdeas
Another Overlooked Investment Opportunity in Defense
Premium

Another Overlooked Investment Opportunity in Defense

A government contractor at the nexus of cybersecurity and digital transformation

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - Global Bond Yields inching up

Breakfast Bites - Global Bond Yields inching up

Japan Inflation comes in mixed; German Business Climate improved; Investors are selling US Dollars; UK Consumer Confidence better; ECB minutes show hike remains a possibility

Ayesha Tariq
Ayesha Tariq
Charts of the WeekCharts of the Week
Charts of the Week

Charts of the Week

The Magnificently Concentrated Seven

Markets & Mayhem
Markets & Mayhem
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