Your home for digestible global macro insights.
Clear, actionable analysis of the macro environment every Friday.
Macro | G4 rates, FI & a fond interest for Asian markets.
Providing clear concise insights and analysis into the global macro universe.
This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: youโll never have to ask โwhatโs the trade?โ.
Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.