Pinetree Macro Charts 24 Feb 2024 The Boat Is Really Tilted Index investors are heavily exposed to tech, and relative to history are significantly ... Read More
Pinetree Macro Charts 10 Feb 2024 Nuclear Energy Is Making A Come Back Nuclear Energy is in vogue. Government targets on net zero along with a desi... Read More
Pinetree Macro Charts 27 Jan 2024 Electrification is our Macro Theme Ff The Decade Grid Strategies, a US consultancy, said that nationwide forecast... Read More
Pinetree Macro Charts 13 Jan 2024 Something To Keep An Eye On Chinese stocks now make up 24.7% of the MSCI Emerging Markets index by capitalization... Read More
Pinetree Macro Charts 16 Sept 2023 Us/China de-coupling with broader implications. Ours US Onshore vs Offshore pair GSPUSHOR is up +38% since Sept 2... Read More
Pinetree Macro Charts 02 Sept 2023 In our humble view, a recession will guarantee a Trump presidency. Do the twelve members of the FOMC want that ou... Read More