Macro Strategy Insights

Crank Your Amps to 11

In this industry we are always trying to decipher the signal from the noise. That is never easy, but the level of “noise” coming out of D.C. and elsewhere is making it extremely difficult to identify signals. Some weekend T-Reports write themselves (thankfully) and some are a struggle. What economic data is relevant and indicative of potential trends going forward? How much of the data is largely irrelevant if policies shift dramatically? The level of noise is so high that all I could think of was Spinal Tap and how they were fortunate that their amps went to 11, while ... Crank Your Amps to 11

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