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Macro Corner

The Debt Beneath

Debt is irrelevant and matters not. It’s different this time. That’s the message from politicians, markets and participants. Tax cuts pay for themselves (they do not), leverage doesn’t matter (it does) and the increased costs of servicing the debt as a result of rising rates will be offset by imaginary real wage growth to come (they won’t). But the calmest market waters in history continue to keep these illusions alive […]

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December Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found. For the latest public analysis please see Market Analysis and/or videos. For our market products please visit Services. Updated December 30, 2017

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Caution: Slowdown

Many of you know I keep posting charts keeping taps on the macro picture in the Macro Corner. It’s actually an interesting exercise watching what they do versus what they say. Public narratives versus reality on the ground. I know there’s a lot of talk of global synchronized expansion. I call synchronized bullshit. Institutions will not warn investors or consumers. They never do. Banks won’t warn consumers because they need […]

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November Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note. For the latest public analysis please see Market Analysis. For more in depth technical and macro analysis please visit Services. Updated December 1, 2017   Q4 […]

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October Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in October. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services. Updated October 31, 2017 […]

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September Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in September. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services. Status as of September […]

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August Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in August. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services. Last update: August 27, […]

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July Macro Charts

From our perspective we are in a late market cycle environment setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in July. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services.   I could be […]

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June Macro Charts

From our perspective we remain in a late market cycle setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in June. For the latest public analysis please see Market Analysis . For more in depth technical and macro analysis please visit Services.  

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May Macro Charts

From our perspective we remain in a late market cycle setting up for the next recession. We’re collecting macro data charts highlighting potential signs of a coming macro turn. Below is a collection of some of the latest data points we’ve found of note in May. For other public analysis please see The Marco Corner, Market Analysis and The Edge. For more in depth technical and macro analysis please visit Services. […]

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