12 Feb 2024
In an US election year, the spread between “Job Creation” and job “approval rating on the economy” has NEVER been wider...
Source: Mohamed A. El-Erian
6 Feb 2024
Is the market pricing in a Trump victory?
Based on Goldman's Republican winners vs losers basket performance, it appears stocks are moving in sync with Trump's odds. Source: www.zerohedge.com
2 Feb 2024
During the election year, the averages tell us that it's going to be sideways to lower for the next 2 months...
Source: Grant Hawkridge
1 Feb 2024
In France, 3 out of the 4 favorite political leaders are from the far right...
1) Marine Le Pen (RN) 40%; 3) Jordan Bardella (RN) 37%; and 4) Marion Marechal Le Pen (Reconquête) 29%. Source: Le Figaro Verian - EPOKA / February poll
22 Jan 2024
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
17 Jan 2024
Goldman Client Survey Shows Geopolitics Is Biggest Risk in 2024 –
Source: Bloomberg
15 Jan 2024
The Red Sea's inflation threat:
The disruptions in the Red Sea have roiled global supply chains and pushed up freight costs. The Houthis have pledged a “big” response to airstrikes. Iran wins either way w/US airstrikes on Houthis in Yemen. Source: HolgerZ, Bloomberg
15 Jan 2024
Red Sea Transit Volume
Source: BofA, Win Smart
