MBCC TH 3rd August'23 - "Pieces seem to be falling out from the MACRO JENGA TOWER...trade wisely!"

Most people in the past 6 months, more so in the last 1, have said “macro is dead” or “why bother”…well sure at times tings diverge (that’s what makes a market), but then it ALWAYS catches up. Key is to know when and how. There are some parts of the macro markets like Bond curves, Rates curves, these are WAY more sophisticated than the avg. Equity investor can even spell.

Today even smart people who “traded” equities ask me, oh who cares about market inverted…WELL we tell you why it matters…IT IS NOT the inversion…

BUT when it…….