Macro Monday - The No Bullshit Version

Macro Update - Monday 5th May

May 05, 2025

TL;DR

💵 FX       : Mexican value play?
🌽 Grains   : Food Inflation continues.
📈 Equities : Not all longs are equal.

📡 Radar    : Broad Breakout or Full Fake-out?

Recent Equity Portfolio Update

Does One Day Make a New Trend?

Christopher Moir

·

May 4

Read full story

Latest Hot Takes with Hank Episode

Copper is Not Telling us Something, it is Just the Next Domino.

Christopher Moir

·

May 4

Read full story

Discussion about this post

No posts

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts

Buy Strength, Sell Weakness

Macro Monday - The No Bullshit Version

Macro Update - Monday 5th May

Does One Day Make a New Trend?

Copper is Not Telling us Something, it is Just the Next Domino.

Discussion about this post