Brave New World Apr 2025 EU is spooked by the Chinese Ex-US trade it feels threatened by rising Chinese exports of Automobiles and Capital... Read More
Brave new Word Feb 2025 Construction of factories is already up almost threefold in America since the start of 2022 prior to the enactmen... Read More
Brave New World Jan 2025 Us will Reverser this Trend... The Us tariffs of the 1920's and 1930's were not inflationary in any broad sense..... Read More
Pinetree Macro Global Outlook 2025 India - structure of the Indian economy is undergoing a change … select small and mid-caps... Read More
Pinetree Macro Charts September 2024 The Massive US Bull Run US stocks have outperformed international stocks by 253% in the past 16 years, with clock... Read More
Pinetree Macro Charts August 2024 Winds Of Change. Alliances Are Changing? Southeast Asia’s Preferred Ally Switches in Favor of China If Southeast ... Read More
Pinetree Macro Charts 15 June 2024 Hey Market, Show Me You Care? Can you see how the incremental profit pool is shifting for different sectors? Let’... Read More
Pinetree Macro Charts 25 May 2024 Greatest 4- Year Loss In 100 Years By US 30Y Treasury 3rd Worst Annual Return Since 1919 By US 30Y Treasury US Re... Read More
Pinetree Macro Charts 20 Apr 2024 Electrification Is Our Macro Theme Of The Decade Everybody wants to reindustrialize but there cannot be any indus... Read More
Pinetree Macro Charts 6 Apr 2024 We are facing the 1940s play book in which Debt to GDP peaked at 119% before being inflated all the way down to 3... Read More
Pinetree Macro Charts 23 Mar 2024 Markets Are Realizing This Since 1800, 51/52 countries had Gross, Government Debt >130%. Their fate was one or... Read More
Pinetree Macro Charts 9 Mar 2024 Nikkei Hit A New All Time High This Week Strong corporate earnings on top of a weak yen with increased share of c... Read More