Five Minute Macro 1-25-2021

The Biden Relief Bill remains front and center, while investors wait for the Fed on Wednesday and corporate earnings season continues. Finally, data continue to show the uneven effects of the pandemic and US-China tensions continue to percolate.

Five Minute Macro 1-19-2021

In this week’s Five Minute Macro, the Biden administration lays out a two-stage stimulus plan, while political tensions continue to simmer and Fed sends mixed policy signals. Meanwhile, US economic data continues to weaken and China tensions continue to percolate.

Five Minute Macro 12-7-2020

Odds for a new round of relief spending are rising and taking markets up with them. Meanwhile, Brexit drama continues with no deal in sight. Vaccine rollouts move down to the third spot and oil and OPEC drops to fourth after a successful meeting last week. Finally, Trump – China tensions are heating up.

Five Minute Macro 11-30-2020

In this week’s Five Minute Macro, global markets remain positive on a Yellen Treasury and continued positive vaccine news. New entrants at 3 and 4 are this week’s OPEC meeting and oil prices along with the Pound and Brexit deal, while US political uncertainty continues to easy.

Five Minute Macro 11-17-2020

This week positive vaccine news continues to drive market optimism, while political uncertainty falls as a normal transition looks likely. The White House turning up pressure on China moves up a spot and uncertainty about further stimulus moves down. Finally, Brexit negotiations enter the homestretch.