PauloMacro’s Substack
PauloMacroMy thoughts on global macro, micro, and everything in between
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | paulomacro.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #17 | |
| #79 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Looking Ahead: How Sticky, Inflections, and Where the Narrative Goes From Here
I’ve spilled enough ink on the Substack chat and Twitter/X about a trapdoor in the bonds ahead of the CPI… nice to have an actionable win, but it’s time to look forward and “zoom out” a little bit, get a way from some of the short-termism t...
ICYMI from the Chat: Apr 1st-7th, 2024
Ira Sohn, Crude Oil, Uranium, Prices Paid, NFP Jobs, Why Short Bonds Isn't Crowded, Charts of the Week, More!
ISM Prices Paid = Bond Fade
Yes it's just one print, but in Narrative space these things matter.
Fly on the Wall with Shrub & Cloudbear
Listen now | A chat between Shrub and Cloudbear | April 2, 2024
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Authors
The writers behind this newsletter.
Speculation is the search for truth in price and time. Operator in global markets for 20+ years. Trying to see around corners while minimizing mistakes. These are my ramblings.
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