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Category: Macro trade

Happy Thanksgiving – Major Indices at All-Time-Highs This Week – Reason to Sell ?

November 24, 2016 Brian Gilmartin Leave a comment

This Is Not Bearish The above link is from a guy by the name of Michael Batnick, the research director…

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Posted in: CNBC, interest rates, Macro trade, Treasuries, US Dollar

5.10.13: The 13-year Global Macro Trade is Ending (or has Ended)

May 10, 2013 Brian Gilmartin Leave a comment

Since March, 2000 and the bursting of the Tech Bubble of the late 1990’s, we’ve watched the following asset classes:…

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Posted in: FDX, GE, Macro trade

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  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum

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