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Global Macro Weekly Playbook (14 Jun)
FOMO in US stock indices while positive animal spirits reemerged in HK & China stock markets
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Lighthouse MacroWatcher

April 2023

Global Macro Weekly Playbook (25 Apr)
Credit crunch is coming to town
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Lighthouse MacroWatcher
3
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A new place to connect
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (10 Apr)
Beware of the twin evils (deflation & sticky inflation)
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Lighthouse MacroWatcher

February 2023

Global Macro Weekly Playbook (28 Feb)
The China stimulus mirage
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Lighthouse MacroWatcher
1
Global Macro Weekly Playbook (21 Feb)
Defensive over offensive
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (13 Feb)
Time to be fearful
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (6 Feb)
The “risk-on” narrative may have reached a tipping point
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Lighthouse MacroWatcher
2

January 2023

Global Macro Weekly Playbook (30 Jan)
Beware of the S&P 500 bullish trendline breakout & Powell may slap markets with a reality check
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (23 Jan)
Janus-faced effect in the markets
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (16 Jan)
“Risk-on fantasy” continues to persist but may be reaching a tipping point soon
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Lighthouse MacroWatcher
Global Macro Weekly Playbook (9 Jan)
The Fed against the market & China’s Big Tech outperformance
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Lighthouse MacroWatcher
© 2024 Kelvin Wong
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