In this week’s newsletter, we’re going to run through the top five macro charts that are on our mind... 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.
MSFT open in Europe will be key on Altman news as we open the week. Lets see the NQ futures open. Excellent newsletter. Reallt find these invaluable. Appreciate you and Julien sharing some of your thinking and views
GMI is literally a life hack.
Can you post a chart of global central bank liquidity vs stocks starting from 2009 ?
MSFT open in Europe will be key on Altman news as we open the week. Lets see the NQ futures open. Excellent newsletter. Reallt find these invaluable. Appreciate you and Julien sharing some of your thinking and views
Great charts!
https://x.com/gaborgurbacs/status/1726309170054676528?s=46&t=Jf5gz833tAh6ezF_b70QDA
*SAM ALTMAN, GREG BROCKMAN ARE AT OPENAI OFFICE IN BID TO REJOIN
{https://techcrunch.com/2023/11/19/openais-board-is-no-match-for-investors-wrath/}