Market Macro Hub
Joe Olashugba, Alfie Kerswell, Emmanuel JYour home for digestible global macro insights. Clear, actionable analysis of the macro environment every week.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 263 | Subscribers | Read | marketmacrohub.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why AI Won't Replace Labor
Everyone is modelling a world where AI eats white-collar employment whole. Here are some reasons that thesis may be badly wrong, and why the more boring outcome is STILL likely in my view.
Equities Are Skewed To The Downside
This is going to be a very to the point explanation of why I think equities are going to underperform the dollar, building on my previous ideas.
Against Consensus: Dollar Upside Ahead
The market traded in dislocation two weeks ago and still has room to catch up, the dollar started trading higher with equities as yields fell. We did see a sharp drop in the dollar on Monday but honestly nothing to reflect the momentum of f...
10 Charts Signaling a Small Equity Drawdown
I added a note in the Substack chat mentioning that I was going to go short on ES with a relatively close target. I am going to break down in this report why I think we are still structurally supported for upside in equities; however, risks...
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Authors
The writers behind this newsletter.
Macro | G4 rates, FI & a fond interest for Asian markets. Providing clear concise insights and analysis into the global macro universe.
Global Macro | G4 FX | Fixed Income. Focusing on clear, actionable macro insight without the noise.
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