Founder Of Macro Ops
Contributor's Links: Macro Ops

Alex Barrow spent over a decade working as a US Marine Scout Sniper and as an Intelligence Professional for the government where he specialized in covering the economic and political spheres of the Asian-Pacific region.

Barrow left the public sector to work as a consultant for a ... more

ALL CONTRIBUTIONS

This Is Why Bond Yields Are Falling
There’s no shortage of opinions on where inflation is headed over the next year. Personally, I’m more interested in understanding where the consensus narrative is shifting relative to the probable distribution of outcomes.
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EC Coiling US Markets
This week we look at spring loaded indices with evidence tilting in favor of a coming break higher, bitcoin sitting at a major inflection point, dive into inflation surprises and related flows, with what that could mean for the EURUSD and more.
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Special Situation Investing In Japan
Japanese Corporate Culture is changing to a more shareholder-friendly culture.
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Buy Signals Triggering In China
Europe’s stock market just broke out of a 21-year sideways consolidation.
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The Bull Case For Crude
Fund managers around the world are “unambiguously bullish”, a record majority expect “above-trend” growth and inflation, and they collectively have their lowest allocations to tech on record, according to BofA’s latest FMS.
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EC Time To Buy Weed Stocks?
It’s hard even to imagine a wage-spiral tail risk. It would take steady wage gains of 10-12% to push inflation to the levels of the 1970s & 80s, and the US economy is structured very differently today. If you're still nervous...
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Latest Comments
Dirty Dozen - Monday, March 23
1 year ago

That is very kind, thank you Susan and Dieudonne. Stay safe and be well!

We're Now At A Macro Crossroads
4 years ago

Appreciate it!

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