The Week That Was and the Week That Is: Front End vs Long End
There are weeks when the macro story is obvious because every market says the same thing.
Global Macro Method
Global Macro Method is a collection of research and trade hypothesis that I personally use to trade global macro in futures.
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Latest posts
US Macro: The Fed Has More Time, But Punters Have Not Abandoned the Hike
The most important change in the US macro picture this week is not that the inflation problem has disappeared.
The Macro Decision Engine : Part 4/10
Building the Information Mosaic
The Week That Was and the Week That Is: The Fed-Pause Test
Weak payrolls, lower oil and strong earnings gave markets almost exactly the combination they wanted.
Six Relative-Value Futures Trades for the Week Ahead
A portfolio built around curve shape, policy divergence and the unwind of the energy shock (for now)….
The Week That Was and the Week That Is (Free)
Last week delivered an uncomfortable global macro message.
There Is No Neutral Hold For the Fed
Tomorrow’s FOMC decision is being framed as a binary contest between a routine hold and a credibility-enhancing surprise hike.
The Week That Was, The Week that Is: Growth Holds On, Pricing Pressure Remains
The week ending Friday, 24 July 2026 was not a recession week.
Inflation Is Not Over. War Is Rewriting the Rate Path.
Two maritime chokepoints, thinner energy buffers and resilient labour markets are turning geopolitical escalation into a global monetary-policy problem.
The Macro Decision Engine : Part 3/10
"Understanding Market Pricing"