Global Macro Method
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The Macro Decision Engine : Part 3/10
"Understanding Market Pricing"
23 hrs ago
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Global Macro Method
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The Week That Was and the Week That Is
Softer inflation meets an oil shock & credit still refuses to price it.
Jul 19
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Global Macro Method
10
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Inflation -> Rotation -> Capitulation?
The AI Trade Has Met the Wrong Kind of Inflation
Jul 17
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Global Macro Method
12
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Cooler CPI Bought Time. It Didn’t End the Cycle.
One softer print has pushed the next hike further out.
Jul 15
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Global Macro Method
10
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Australian Rates: The Market Is Too Relaxed About Sticky Inflation
The front end is pricing a relatively benign path back to target.
Jul 13
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Global Macro Method
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Website/Model Update: Breadth and Trend/Reversion Pages
We’ve rolled out a major upgrade to the Global Macro Method platform, giving paid subscribers a clearer, faster and more actionable view of market…
Jul 13
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Global Macro Method
10
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Alpha Extraction Hiding in Rotation
The US market is not pricing an imminent recession… no shit right!
Jul 12
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Global Macro Method
14
Mr Market: "Something is Happening!"
The market is sending a more nuanced message than the index(s) alone suggest.
Jul 8
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Global Macro Method
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The Week That Was, The Week That Is
Macro's What Was and Is Important
Jul 5
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Global Macro Method
16
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Peak Hawkishness May Be Behind Us
The latest NFP print was not a growth panic signal, but it did put a little more light on labour-market fragility.
Jul 3
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Global Macro Method
12
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June 2026
Fade the Inflation Scare, Not the Market
Cross Section of Internals (Mosaic)
Jun 30
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Global Macro Method
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Trade: Bund
Taking on the relief rally!
Jun 29
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Global Macro Method
10
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