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LOCKED MacroCapture: On Our Radar | 12/1 – 12/6

This episode of On Our Radar breaks down the key developments shaping the market landscape, highlights where the data supports—or challenges—our core views, and spotlights the charts commanding our attention right now. We also wrap up with some Hotwire insights on price action.

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nsatish
17 days ago

Thanks for the update. Audio was a bit hard to listen.

Japan’s yields are on a tear. 10y US yields are also moving up. Any thoughts? Could it adversely impact US equities? There is a lot of chatter around the risk of Yen carry trade unwinding.

Are you rolling IWM puts or letting them expire?

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Wissam Ali
16 days ago

Industrial metal commodities are ripping higher. Any reason why or just a false signal?

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This episode of On Our Radar breaks down the key developments shaping the market landscape, highlights where the data supports—or challenges—our core views, and spotlights the charts commanding our attention right now. We also wrap up with some Hotwire insights on price action.

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