Pinetree Macro Charts August 2024 Winds Of Change. Alliances Are Changing? Southeast Asia’s Preferred Ally Switches in Favor of China If Southeast ... Read More
Pinetree Macro Factsheet Jul 24 Investor Update | July 2024 We have completed 2 years of our Multi Asset Fund and hence as part of this issue, we... Read More
Pinetree Macro Charts 15 June 2024 Hey Market, Show Me You Care? Can you see how the incremental profit pool is shifting for different sectors? Let’... Read More
Pinetree Macro Charts 25 May 2024 Greatest 4- Year Loss In 100 Years By US 30Y Treasury 3rd Worst Annual Return Since 1919 By US 30Y Treasury US Re... Read More
Pinetree Macro Charts 20 Apr 2024 Electrification Is Our Macro Theme Of The Decade Everybody wants to reindustrialize but there cannot be any indus... Read More
Pinetree Macro Charts 6 Apr 2024 We are facing the 1940s play book in which Debt to GDP peaked at 119% before being inflated all the way down to 3... Read More
Pinetree Macro Charts 23 Mar 2024 Markets Are Realizing This Since 1800, 51/52 countries had Gross, Government Debt >130%. Their fate was one or... Read More
Pinetree Macro Charts 9 Mar 2024 Nikkei Hit A New All Time High This Week Strong corporate earnings on top of a weak yen with increased share of c... Read More
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