The Writing’s On The Wall

Tuesday, February 20, 2018
By Paul Martin

by Sven Henrich via,
Mon, 02/19/2018

Many times people’s eyes glaze over when it comes to macro analysis and I get it. Macro analysis is by definition: Macro. It’s like watching a glacier melt and it only becomes of concern when the glacier structure collapses and you just happen to be in front of it.

And then everybody says: Nobody could’ve seen it coming.

Yet following the macro pieces is so incredibly important and I continuously try to dedicate some time to dissect the big data pieces and the data keeps screaming the same message: The Writing is on the Wall.

For reference I keep track of these observations in NT blog and the Macro Corner.

Here’s a few that stuck out in the past few days.

Goldman Sachs sees red ink everywhere, warns US spending could push up rates and debt levels

The Rest…HERE

Comments are closed.

Join the revolution in 2018. Revolution Radio is 100% volunteer ran. Any contributions are greatly appreciated. God bless!

Follow us on Twitter