In this week’s newsletter, we’re going to run through the top five macro charts on our radar... As ever, much fuller and more in-depth analysis can be found in Global Macro Investor and Real Vision Pro Macro. Global Macro Investor is our full institutional research service and Real Vision Pro Macro is the sophisticated retail investor service, which is co-authored with leading research firm MI2 Partners.
Can't thank you enough for the precious content Raoul! If anyone missed Raoul's conversation with Robert Breedlove, do yourself a favor and watch him explain his entire Macro framework thesis. Brilliant!!!! https://youtu.be/p57elyEWw8U
amazing work as always thanks
Brilliant ! Another gem. Enjoyed reading this one plenty. Most particularly the unemployment rate graph and Fed funds