Commentary

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The State of Things: GTC Traders and Global Macro (PODCAST)

Wait … what has happened to all of the PUBLIC entries? What has GTC Traders been up to? Will there be an increase in GTC PUBLIC entries?

What about our thoughts in Global Macro? What have been are the views of Global Macro at the moment? Enjoy this podcast as we discuss those topics.

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Weekly Note of April 10, 2024: CPI and PPI Predictions – Don’t Know and Don’t Need to Know

“All analysis (of binary events) in the end? Is bullcrap” – DTG Maxim

This is the morning of April’s CPI and Core Inflation release. As stated many times, we don’t really ‘believe’ in predictions. We don’t know the future, and we don’t need to know the future. At the same time, we form general macro-economic thoughts? Why? How?

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