Network Analytics for Global Macro

From Bonds Through Equities to DXY

Detecting Regime Shifts via Causal Chains

Oct 9 • 

Zonthur

2

Copper and Aluminium: Diverging Paths in the Metals Complex

Understanding short-term copper and aluminium dynamics through structural causal relationships.

Oct 3 • 

Zonthur

2

September 2025

Gold and the US Dollar: Who Leads, Who Follows?

Unpacking the dynamics of causal relationships in pair trading

Sep 25 • 

Zonthur

2

New Causal Drivers of the S&P 500

When markets rewire: energy and food commodity futures driving the market.

Sep 18 • 

Zonthur

3

July 2025

Diversification Across Causal Drivers vs Correlated Markets

Beyond correlation analysis lies a more sophisticated diversification approach: identifying and managing the causal drivers that determine tomorrow's…

Jul 10

2

June 2025

Ethereum: Risk and Reward

Tactical execution considerations over a bearish Ethereum signal; how to balance between risk and volatility.

Jun 24

2

Navigating Gold's Market Pressures

The emergence of downward signals during recent weeks to balance against geopolitical uncertainty

Jun 19 • 

Zonthur

2

The Rising Influence of European Markets

A look into June’s market signals as VGK emerges as a trendsetter in global finance networks.

Jun 5

3

May 2025

From Trade Wars to Fragmentation

Analysis of trade wars escalation and current de-escalation through causal networks

May 20 • 

Zonthur

3

Bitcoin's Trade War Rebound

April's data reveals Bitcoin breaking through fear-driven sentiment to emerge as a leading force in transforming asset markets

May 8 • 

Zonthur

5

April 2025

Trade Wars: Forex & US Bonds

[Published: April, 12th, 2025]

Apr 24 • 

Zonthur

2

US Oil Dip

Causal networks flagged a USO dip before the headlines - converging macro and cyclical signals told the story first.

Apr 24 • 

Zonthur

2