Pro Macro: In Focus – Eye of the Storm

Published on: September 14th, 2023

Potential causes of disruption remain legion, but impulse is lacking. Bonds continue to sell off but insufficiently quickly to upset equities. The hope for a weak USD has dissipated but commodities have ground higher as energy and agricultural prices both rise for heterogeneous reasons. Hope dies last, but don’t lash out in frustration.


  • JK
    James K.
    15 September 2023 @ 04:58
    Thanks Julian ….
  • RV
    Rodolfo V.
    17 September 2023 @ 19:27
    Didnt get the email notification of the report...
  • RR
    Raj R.
    24 October 2023 @ 15:40
    Looks like cash is king right now