42 Macro

Leadoff Morning Note

“Why We Called For A Surge In Stocks And Bonds In Early November”
November 2, 2023

Around the Horn

“Our Market Regime Nowcasting Process Pivots To GOLDILOCKS”
November, 25 2023

Macro Scouting Report

“Why You Should Have Been Bullish Last Year Even If You Were In The Hard Landing Camp”
July 2023

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