Themes

What will Chair Powell say?

A Jackson Hole Preview

The Weekend Edition # 145 - FOMO!

Market Recap; US Growth; FOMO!

The Weekend Edition # 144 - Special US Big Picture Update!

MV Update: US Presidential Elections 2024

Downloadable Slide Deck

The Weekend Edition # 143 - An Abundance of Caution

Market recap; Macro: How Many Cuts?; Earnings: Valuations are starting to matter; Closing Thoughts: An Abundance of Caution

The Weekend Edition # 142 - Is a September Fed cut plausible?

Market recap: Still not done; Fed Preview; Earnings: Not as stellar; Next week is crucial

How Harris' Policies may affect the Markets

What happens next; What we know about some of the policies and their impact on financial markets

The Weekend Edition # 141 - US Earnings - Early, and a Mixed Picture

MacroVisor Q3, 2024 Global Outlook

Video + Slides

The Weekend Edition # 140 - US Q2, 2024 Earnings Season Preview

+ Our Q3, 2024 Outlook; Market Recap: Breadth still weak; Earnings - Q2, 2024 Preview; Closing Thoughts: Bumpy Landing

The Weekend Edition # 139 - The US Employment Situation

Market Recap: Growth Scare; Macro: US Job Data; The Week Ahead; Calendars

What is Artificial Intelligence?

A primer on AI as an investment theme