The Writing’s On The Wall

Tuesday, February 20, 2018
By Paul Martin

by Sven Henrich via NorthmanTrader.com,
ZeroHedge.com
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

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