Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 430 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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fidenzamacro.comLatest Issues
Melt up
There’s a lot to cover today, as the Trump-Xi meeting on Wednesday, the Senate confirmation of Kevin Warsh, and the continuing melt-up in assets demand some discussion in this newsletter.
There’s a lot to cover today, as the Trump-Xi meeti...
The Super El Niño
The NOAA and World Meteorological Organization predict that we will see a strong El Niño season, aka a Super El Niño.
The NOAA and World Meteorological Organization predict that we will see a strong El Niño season, aka a Super El Niño. Thi...
Disinflation ahead?
Poll results from Tuesday
Here are the results from the poll on Tuesday:
Some deep reading
Getting a temperature check here on reader sentiment towards AI. I’d appreciate it if you answer this poll:
Things are heating up again in the Middle East. The US and Iran are exchanging fire in the Strait of Hormuz again, while Iran is ba...
Everything's an oil trade
Global macro has been boring lately because everything is an oil trade by correlation, and trading oil amidst the cacophony of headline noise isn’t easy.
Global macro has been boring lately because everything is an oil trade by correlation...
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