Butterflies and Hurricanes

Published on: May 21st, 2018

This month Raoul has decided to do something special and will release his entire latest GMI report over the next 2 weeks, which was published at the beginning of May. In this In Focus he covers the full scope of his current macro view, does a deep dive on the global business cycle and concludes with interesting charts and clipping from around the web. Enjoy!

Comments

  • PM
    Philip M.
    10 July 2018 @ 07:22
    0 0
    How to buy this as an option, as the previous 2018 recommendation? Thx
    • PM
      Philip M.
      12 October 2018 @ 14:09
      0 0
      ‘Buy EDZ0 – December 2020 Eurodollar Futures”: Meaning a 98.75 Call as with the 2018 recommendation? Naked?
  • EF
    Eric F.
    29 May 2018 @ 00:04
    0 0
    Looks / sounds like things are escalating - but 2 and a half year projected timeframe for this to play out? Feels too long...
  • SS
    Stephen S.
    28 May 2018 @ 17:12
    0 0
    I would like to add my voice to the chorus of appreciation. Great work, Raoul. Many thanks. This is the kind of analysis and insight I hoped for when we signed up for Macro Insiders. Your recent trade update is also much appreciated. I was sorry that you were not at the recent Carolina Investment Institute, where you and Grant have delivered memorable presentations in the past. I hope they include you in the future. Ed Yardini was there, BTW, and was very optimistic, but he did not have enough time to present a strong case for his views.
  • RB
    Richard B.
    26 May 2018 @ 17:05
    0 0
    Hi Raoul, I noticed the chart you have on page 27, which shows the OIS/libor spread vs the DXY (3 month lagged). The chart makes it looks like that dollar could explode to the upside. Do you have a snapshot of that comparison in 2000? It would be interesting to see if it is a useful predictor.
  • MT
    Michael T.
    23 May 2018 @ 17:47
    0 0
    Thanks a lot Raoul. I love getting to read GMI once in a while.
  • CS
    C S.
    23 May 2018 @ 03:46
    2 0
    It has been over a month since your TLT idea, Raoul. Should we expect a follow-up on that idea or has it been dropped? Some follow-up, yay or nay, would be appreciated on any trade ideas propounded on the service. I feel its been left dangling.
    • RP
      Raoul P. | Founder
      23 May 2018 @ 13:20
      3 0
      Im still waiting...
  • MG
    Miguel G.
    22 May 2018 @ 14:29
    4 0
    Wow Christmas came early. Thanks Raoul and awesome work.
  • TB
    Thibault B.
    21 May 2018 @ 20:22
    0 0
    Awesome Raoul, thank you! I've been hooked on GMI since I read a free sample years ago and this really makes the Macro Insiders subscription worth it.
  • CH
    Chris H.
    21 May 2018 @ 20:20
    2 0
    A lot of chart crime here...
  • WL
    Wolfgang L.
    21 May 2018 @ 19:32
    1 0
    Wow - very generous! Thanks a lot!