Monday macro – My new markets dashboard

Plus, we review the year so far as we head into the final quarter of 26

Programming note: Normal service will be maintained this week. However, I will be travelling in Japan for the weeks commencing October 13th and October 20th, and there will be no letters during those two weeks. For the w/c October 27^th, I’ll send out a weekly letter…on Japan!

Additionally, I‘ve made this letter available to all subscribers this week only…