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Global Macro & Financial Market Insights

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Latest Issues

Breakfast Bites: When No News Wins

PPI is today’s real test after an inline CPI, oil keeps a floor under the inflation risk, and the yen creeps back toward 160.

Rise and shine everyone.

47 hours ago
9
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Breakfast Bites: The Print That Decides September

July CPI is the swing factor for a September hike, oil grinds higher into a Hormuz stalemate, and CoreWeave and Super Micro hand the AI trade a second wind.

Rise and shine everyone

3 days ago
7
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Breakfast Bites: Oil Runs, Credit Widens

Oil’s fifth straight day higher has pushed yields back up, the options market has stopped pricing downside, and Nvidia’s CDS is telling a different story than its share price.

Rise and shine everyone

4 days ago
7
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Breakfast Bites: Payrolls Break, CPI Decides

A 23k payroll drop pulled September hike odds lower, Wednesday’s CPI decides whether they stay there, and oil keeps grinding higher as Iran hardens its terms on Hormuz.

Rise and shine everyone.

5 days ago
6
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Breakfast Bites: Payroll Good News could turn Bad

July payrolls test a curve that has already priced the hawks out, Hormuz heads into the weekend unresolved, and silver’s squeeze runs ahead of the physical market.

Rise and shine everyone.

8 days ago
2
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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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