GTI 200

The free weekly newsletter delivering the key trends from world’s 200 largest stocks, with specific commentary on the most interesting situations.

GTI 200 · Sep 28, 2026

Issue 84 * Big stocks prop up the market * Bond yields remain a concern * Thinnest leadership since Global Trends began in

GTI 200 · Sep 21, 2026

Issue 83; * Fourth consecutive week of decline in breadth * Market rotation has faded * Rate-sensitive sectors at risk “Global Trends

GTI 200 · Sep 14, 2026

Issue 82; * Breadth is deteriorating again * Warsh could raise rates this week * Sanctuary in oil “Global Trends tracks where global

GTI 200 · Sep 7, 2026

Issue 81; * Bond yields keep rising * Mixed outlook in Latin America * Rotation slows “Global Trends tracks where global momentum is

GTI 200 · Sep 1, 2026

Issue 80; * Bond yields resemble the 1970s. * Software rebound. * Europe in front. “Global Trends tracks where global momentum is flowing

GTI 200 · Aug 24, 2026

Issue 79; Charlie is away, so today’s issue looks a little different. Normal service resumes next week. * The Tech

GTI 200 · Aug 17, 2026

Issue 78; * Technology rebounds, large-caps and defensives ease back. * Slump in Emerging Markets. * What don’t we know about

GTI 200 · Aug 10, 2026

Issue 77; * Market breaks higher on a weaker dollar. * Utilities nosedive. * Rotation continues, but the leaders bounce. “Global Trends tracks

GTI 200 · Aug 3, 2026 Members-only

Issue 76; * Dollar drop lifts world index * AI trade weakens tech, while software and defensives rise * The rotation drives Bear

GTI 200 · Jul 27, 2026

Issue 75; * Financials take the lead as yields rise. * Insurance companies are in the sweet spot. * The jaws keep closing.

GTI 200 · Jul 20, 2026

Issue 74; * The jaws continue to bite as the leading tech stocks suffer. * Rotation into defensive themes. * Financials and Energy

GTI 200 · Jul 13, 2026

Issue 73; * Korean bubble bursting. * Leading trends stall as the “Jaws” close. * Energy poised to bounce. “Global Trends tracks where

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