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Asset Class Scoreboard: August 2020

Category: Global Macro

July to August was probably the least movement across that board that we’ve seen so far in 2020. U.S. stocks continue to top the board month over month, as well as U.S. real estate and commodities continuing to trail in the red. Are commodities going to be able to move out of double digit red […]

Futures are Hard – Hurricane Edition

Category: Global Macro

Who doesn’t love a good hurricane. The slow moving train wrecks rotating on our screens draw people like moths to a flame, or as our own Jeff Malec put it: I read his posts like Newman taking down a bag of raisinettes during hurricane season — Jeff Malec (@AttainCap2) August 26, 2020 Thank goodness for […]

Debt, Dollars, and Deficits with CME’s Blu Putnam

Category: Global Macro

It’s a job all in itself to be able to look at data – especially data that affects all of us on a daily basis – and be able to interpret that to make sense to yourself. Take that and have to turn it into something that makes sense to everyone else – well that’s […]