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MacroXX

Economics professors and seasoned financial experts deliver real-world insights from decades of experience, helping investors make smarter decisions.

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Latest Issues

The Bond Market Is Still Sending a Warning

A few things have changed since the original piece from May 27, 2025, and we reposted it on June 4, 2026 because the framework was still highly relevant.

We’re sharing it again today because long-term Treasury yields are still near 2007 l...

9 days ago
14
1

The Fed’s September Trap

Why the Market’s Hike Bet Might Be Wrong

Image Credit: "Kevin Warsh is confusing markets" via Financial Times

The Federal Reserve is walking into a policy trap this September—and the market may be betting on the wrong move.

12 days ago
13
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AI, AGI, and the Endgame of Capitalism

The chip selloff isn’t just a correction. It’s the market’s first real confrontation with the limits of the AI age—and a preview of what comes after. Image Credit: "Hegel's Philosophy of History" via Engelsberg Ideas

Semiconductor stocks h...

14 days ago
13
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Roosevelt, Gold, Debt, and the New Monetary Rumor

When Money Becomes a Policy Tool. Image credit: "Gold" via Wikimedia Commons

When Money Becomes a Policy Tool

a month ago
18
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What Would Milton Friedman Think About Today’s Market?

Why money, credibility, and policy lags still matter — but not as much as they once did. Image credit: “Milton Friedman” via Wikimedia Commons

Milton Friedman was one of the most influential economists of the 20th century and the leading m...

a month ago
22
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    Hedge fund-level macroeconomic and financial market insights from seasoned economists and financial experts with over three decades of experience in navigating financial markets. Macro + Quant Approach.

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