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Sorry Jerome: I see the 'Stag' and the 'Flation'
An Update on Inflation and Market Path
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PauloMacro
12
Update on Copper
BAML Metals & Mining Conference Feedback, the Speculative vs Physical Arm Wrestle, China is Putting Together Something Truly Genius, + The Flush
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PauloMacro
12
Appearance on The Grant Williams Podcast — May 3rd 2024
Listen now | On Friday May 3rd, 2024, I had the opportunity to speak with the esteemed Grant Williams and Bill Fleckenstein in an appearance on The…
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PauloMacro
9
1:11:26
Copper Positioning is Very Extended But It's Probably Not a Top
Concerns are growing about the crowded speculative position in copper. In this column I walk through some fundamental and market technical dynamics that…
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PauloMacro
5
US Soft Patch — Sell in May?
Updating my views on US economic growth and inflation.
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PauloMacro
6
A brief bad take on tomorrow’s NFP
Since more than one person has asked about tomorrow's NFP. Disclaimer: Non-farm payrolls has so many model adjustments and noise that it is literally a…
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PauloMacro
3
The BoJ, MoF, and other Princes of the Yen
A close buddy asked about the BoJ and the yen today. I’ll start with this: The chorus of people saying how “MoF’s intervention is not working” is now…
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PauloMacro
2

April 2024

Uranium revisited
Very bullish again near term, but what is the best expression?
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PauloMacro
13
What Will Yellen Do?
The QRA, FX, Risk Assets, and What Comes Next
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PauloMacro
21
Fly on the Wall with Shrub & Cloudbear - 22 April 2024
Equities, Platinum, Silver, FX, and the Ags
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PauloMacro
 and 
Le Shrub
16
26:38
Silver Miners Have My Attention
Flushes and Holy Grails
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PauloMacro
3
Loose Thoughts as Feedback to Comments in the Chat - Apr 18
A few thoughts on the many insightful replies on chat today following my short Williams/FOMC signaling earlier. I don't want to talk myself into buying…
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PauloMacro
6
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