March Macro Charts

Below’s a list of data points I’ve been finding of interest as they are counter to the “optimism” reflected in fund flows & market sentiments currently reflected in high stock prices. Most people look at numbers in absolute terms which is fine, but can also be deceiving. I like to look at things in terms of growth trends and look for a leading sense of change or direction.

Our market analysis shows a bear market is to come and perhaps some of the data points below clarify why this may be the case, especially if inflation data continues to rise. As the saying goes: Be careful what you wish for.

Here’s the collection of some of the data points collected in March.


Categories: Macro Corner