The Hitchhiker's Guide to the Market

The Hitchhiker's Guide to the Market

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Macro Update #34.2
Part II: Monetary Policy, Fiscal Policy & Global Liquidity
 • Market Hitchhiker
Macro Update #34.1
Part I: Growth, Labor Market & Inflation
 • Market Hitchhiker
Macro Update #33
What the macro picture is telling us the day before the FOMC
 • Market Hitchhiker
Inflation expectations are falling [Week #32]
And what Trump and Waller have in common: they micromanage the stock market
 • Market Hitchhiker
Fog of war [Week #31]
Financial conditions aren’t as easy as they claim and the fed’s cutting cycle isn’t over
 • Market Hitchhiker
A market priced for perfection [Week #30]
Forecasted EPS NTM are soaring for the S&P500, what does it mean when analysts are so bullish?
 • Market Hitchhiker
Hitchhiking the S&P 500 into Year-End
How an options strategy can provide some much-needed beta exposure
 • Market Hitchhiker
Goldilocks Regime in Full Swing [Week #29]
Goldilocks economy amid shutdowns and market froth: green lights on growth, Fed easing ahead, and bond vigilantes missing.
 • Market Hitchhiker
Flying Blind in Shutdown Chaos [Week #28]
Despite the systematic vol sellers being back in control, this won't be the last volatility spike of the year.
 • Market Hitchhiker
A goldilocks regime fueled by FOMO and hidden leverage. [Week #27]
It is probably a short-lived dip, but what is the clearing price?
 • Market Hitchhiker
Is the US Economy still powering through? [Week # 25]
Growth is accelerating but Liquidity is drying up
 • Market Hitchhiker
Pour more gasoline on the fire. [Week # 24]
A heat wave has struck the economy and the market. And Bears haven't capitulated just yet.
 • Market Hitchhiker
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