Bleeding Edge Macro

Bleeding Edge Macro

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Weekly Edge: 28 April to 2 May
Risk-on: trading the Trump pivot, bond-vigilante steepener and a contrarian breadth thrust
Apr 28, 2025
NVDA and the New Cold War Economy
Export bans, inventory hits, and the slow grind of tech decoupling.
Apr 15, 2025
A Tale of Two Outlooks
Speech today by by FOMC Governor Waller
Apr 14, 2025
Weekly Edge: 14-20 April
Trading Like It’s Caracas, Living Like It’s Connecticut
Apr 14, 2025
Weekly Edge: 7-13 April
Disclaimer
Apr 7, 2025
Weekly Edge: 24-30 March
Caught in a (Bear) Trap. Best not to open any new trades prior to Liberation Day.
Mar 31, 2025
The Return of the Expectations Trap
Lessons from the 1970s and Implications for 2025
Mar 26, 2025
Weekly Edge: 24-28 March
“Stagflation Light” with Defensive Rotation
Mar 23, 2025
Bleeding Edge Macro
Bleeding Edge Macro
Trade on the bleeding edge with our data-driven macro signals and analysis. We teach you how to react to shifting trends, adapt to changing narratives and maintain position on the right side of the market.
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