Macro Charts

In this engaging discussion, Macro Charts, a Substack publisher known for his insights on global markets, dives into the current state of market sentiment and tactical asset shifts. He expresses cautious optimism about a potential dollar rebound while highlighting the underperformance of international markets. The conversation also touches on the rotation away from growth stocks and the strong momentum seen in Bitcoin. Additionally, they explore implications of Fed policy and ongoing concerns about stagflation and supply chain disruptions.