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Latest Issues

The War Premium in Everything

We have a big week coming up with the Fed and the Bank of England deciding on rates, while the rest of Big Tech delivers their earnings, all with a backdrop of a widening war. This week was a good preview of what to expect, with a hawkish h...

5 days ago
5

Breakfast Bites: The Capex Bill Comes Due

Google and Tesla both beat on the top line and sold off anyway, the ECB leans hawkish into a widening Middle East war, and the Red Sea becomes the newest flashpoint.

Rise and shine everyone.

5 days ago
2
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Breakfast Bites: Big Tech Meets Big Oil

Google and Tesla report tonight as Brent tests $93, Trump downplays Iran talks, and a 100% tariff threatens the drug supply chain.

Rise and shine everyone

6 days ago
5
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Breakfast Bites: Dip Buyers Meet Dark Tankers

Post-OpEx buy-the-dip flows return as Iran’s war enters a tenth night, gasoline pushes back above $4, and a brutal earnings stretch opens Wednesday with Alphabet and Tesla.

Rise and shine everyone

7 days ago
5
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Breakfast Bites: Finding the Floor

Markets look for a trough after options expiry as a huge earnings week begins, the ECB decides Thursday, and Brent tops $90 with Hormuz at a standstill.

Rise and shine everyone

8 days ago
3
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  • MacroVisor

    Macrovisor is a financial research group focused on analyzing markets and the economy from the top down: from macro-to-micro. Our goal is to break down complex subjects and find the actionable opportunities within a changing world.

  • Ayesha Tariq, CFA

    Mother | There’s always a story behind the numbers! | 20 yrs in Finance & Investments | Macro Insights | Not Investment Advice |

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