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MacroXX

Hedge fund-level macroeconomic and financial market insights from seasoned economists and financial experts with over three decades of experience in navigating financial markets.

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Issues471Founded2 years agoLast Issue6 days ago
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Latest Issues

The Bond Market Is Sending a Warning Signal

A year ago, we wrote about the crucial relationship between r and g—the real interest rate and economic growth rate—that sits at the heart of government debt sustainability. Fresh data and new market dynamics suggest the balance has shifted...

6 days ago
18

Steam Power Then, AI Now

Why the Market Keeps Betting on AI

The market is sending a clear and somewhat unusual signal. Even with war, geopolitical tension, and plenty of macro uncertainty in the background, AI-related stocks and big tech continue to lead the …

8 days ago
16
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Positioning for the Next Move in Gold and Oil

With this post, we at MacroXX are sharing our current gold and oil strategy and how we are thinking about positioning in the current macro environment.

With this post, we at MacroXX are sharing our current gold and oil strategy and how we...

20 days ago
16
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Positioning for the Next Move in Gold and Oil

With this post, we at MacroXX are sharing our current gold and oil strategy and how we are thinking about positioning in the current macro environment.

With this post, we at MacroXX are sharing our current gold and oil strategy and how we...

20 days ago
3
Paid

The Lunch Effect: What's Really Happening?

A Hidden Intraday Pattern Smart Traders Watch

At MacroXX, we spend a lot of time studying repeatable intraday market behavior—and one pattern we use often is something traders call the “Lunch Effect.”

21 days ago
16
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  • MacroXX

    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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