Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Disinflation Without Distress: The Macro Read Before NY Open
Markets moved before the headlines even arrived.
Oil was down over 2%, gold slipped nearly 1.8%, and the dollar softened ahead of the New York open on Tuesday. At first glance, one might be tempted to read the drop across commodities and the greenback as a sign of brewing risk aversion. But this was not risk-off. It was something subtler — a rotation of positioning in plain sight.
Let’s unpack what actually happened — and more importantly, what didn’t.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical,
macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's
premium research. Instructor on the Cycle Intelligence course.
