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August 2026

The Week That Was and the Week That Is: Strong Demand, Weak Hiring and a Fed Prepared to Tighten
Reviewing 24–28 August and looking ahead to 31 August–4 September
 • Global Macro Method
US Equities: Rates Are In Charge
US equities remain in a bull trend, but the quality of the rally is more fragile than the index suggests.
 • Global Macro Method
US Macro Into Jackson Hole: A Credibility Test, Not A Soft Landing
The US is running a split-screen economy.
 • Global Macro Method
The Curve Matters More Than the Next Fed Meeting
The way I would trade US macro here is not by forcing one view across the whole rates curve.
 • Global Macro Method
The Week That Was and the Week That Is
Week ending 21 August | Week beginning 24 August 2026
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The Front End & Treasury’s Long End
The defining feature of US rates this week was not a wholesale change in the expected policy destination.
 • Global Macro Method
The Week That Was and the Week That Is: Front End vs Long End
There are weeks when the macro story is obvious because every market says the same thing.
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US Macro: The Fed Has More Time, But Punters Have Not Abandoned the Hike
The most important change in the US macro picture this week is not that the inflation problem has disappeared.
 • Global Macro Method
The Macro Decision Engine : Part 4/10
Building the Information Mosaic
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The Week That Was and the Week That Is: The Fed-Pause Test
Weak payrolls, lower oil and strong earnings gave markets almost exactly the combination they wanted.
 • Global Macro Method
Six Relative-Value Futures Trades for the Week Ahead
A portfolio built around curve shape, policy divergence and the unwind of the energy shock (for now)….
 • Global Macro Method
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