Gareth Moody @CapMarketData
Empirasign organizes disorganized markets Now making sense of the Credit Market Madness - please see our substack: https://t.co/Q4h8KGuRwK. empirasign.com New York Joined September 2023-
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Gareth Moody retweeted
Tariff Revenue Surge 💰 US has collected $100+B in tariffs so far this year. Bessent: “We could exceed $300B by year-end.” CBO’s decade forecast? $2.8T. For full analysis thoughtsfortheday.substack.com/p/thoughts-for… #Trade #Tariffs #Economy #Markets #Macro #FederalReserve #Tariffs #Investing…
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Gareth Moody retweeted
Populist Surge in Europe 🇩🇪🇫🇷🇬🇧 Are current leaders out of sync with the public? Trump leads the USA AfD leads in Germany polls Marine Le Pen tops French polls. Reform UK hits record high in polls. Meloni Rules in Italy The party for Freedom (PVV) leads in Netherlands Freedom…
Gareth Moody retweeted
Are you ahead of the curve, what’s the data telling you? Read the full analysis thoughtsfortheday.substack.com/p/thoughts-for… #Macro #FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets.
G -255 Earning Summary for July 16 2025 open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Systematic credit trading overview and model indicators open.substack.com/pub/systematic…
Oracle Earnings, US Inflation Data, BBB TMT Summary Data, and Model Output open.substack.com/pub/systematic…
Tariffs, Inflation, Earnings Estimates, UK Bank Metrics, and Model Output open.substack.com/pub/systematic…
And the band plays on open.substack.com/pub/systematic…
NFP payrolls, Risk-On Sentiment and Risk Market Valuation open.substack.com/pub/systematic…
Market Rally and Risk-On Sentiment open.substack.com/pub/systematic…
Market Rally and Risk-On Sentiment open.substack.com/pub/systematic…
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