Global Macro & Financial Market Insights
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 767 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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Breakfast Bites: The Unhedged World
Rise and shine everyone.
I’m tired of everyone gasping every time yields move higher. WTI Crude went from about $75/bbl to $90/bbl in August, with refining capacity at lows. Again Diesel is news this morning, at multi-cycle highs. Hardware...
Breakfast Bites: The Bluff Got Called
Bessent’s buyback gains are wiped out in two weeks, the US and Iran trade strikes again, and equity put skew sits at the 2nd percentile going into Broadcom.
Rise and shine everyone.
Breakfast Bites: The Global Yield Problem
Global sovereign yields hit their highest since 2008, Japan’s 10-year touches 3% for the first time since 1996, and Bessent leans on Tokyo at the G20.
Rise and shine everyone.
Breakfast Bites: The Hike Question
Warsh puts a September hike back in play, the US and Iran exchange fire for the first time in a month, and month-end flows meet the worst momentum unwind in 25 years.
Rise and shine everyone
Breakfast Bites: Why We Want a Hawkish Warsh
Rise and shine everyone
I think we’re expecting too much from Fed Chair Kevin Warsh today at 10 am ET when he delivers his speech at the Jackson Hole Symposium. This is his first as Fed Chair, and the market is looking to him to be more ha...
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Authors
The writers behind this newsletter.
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.
Mother | There’s always a story behind the numbers! | 20 yrs in Finance & Investments | Macro Insights | Not Investment Advice |
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