InsideMacro @InsideMacro

Obsessed with Macro & Equities/Fixed Income | Sharing helpful insights to boost your portfolio’s value Joined September 2024

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InsideMacro @InsideMacro

3 months ago

Which sector performs best when FED continues cutting?

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Good morning: • China June PPI deflation deepened to –3.6% (vs –3.2% exp), while CPI ticked +0.1% (vs –0.1% exp) • Senate moves ahead on tough new Russia sanctions; Trump reportedly on board • EU-US trade framework may cap reciprocal tariffs at 10%, fewer quotas than UK…

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InsideMacro @InsideMacro

3 months ago

Remember when @michaeljburry bought $EL back in march? +84% until know. I would say that's a nice annual return!

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InsideMacro @InsideMacro

3 months ago

Think market will see it as a bullish sign for earlier cuts

Andreas Steno Larsen @AndreasSteno

3 months ago

Think market will see it as a bullish sign for earlier cuts

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InsideMacro @InsideMacro

3 months ago

Good Morning: • US eases export curbs on China (chip-design software & ethane) after trade thaw • China Caixin services PMI dips, growth slowing but still expansionary • Japan’s 30-yr bond auction sees strongest demand since Feb (3.58 bid/cover) • Forecast US June…

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InsideMacro @InsideMacro

3 months ago

We are entering the strongest month for the #SPX historically - July brings an average return of 1.67% looking back to 1928.

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InsideMacro @InsideMacro

3 months ago

Good morning. • China June PMIs beat: 49.7 vs 49.6 exp; Services 50.5 vs 50.3 • Trump may keep 25% auto tariffs on Japan • Canada scraps digital services tax to smooth US talks • OpenAI adds Google AI chips to cut costs • Senate votes on Trump’s $4.5T tax cut bill today

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InsideMacro @InsideMacro

3 months ago

US consumers, US businesses, and foreign exporters will share tariff cost burden. GS assumes consumers will absorb 70% of the direct cost of tariffs.

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InsideMacro @InsideMacro

3 months ago

Market reaction so far very calm. Seems like the market expected the positive surprise. All in all - non event.

*Walter Bloomberg @DeItaone

3 months ago

Market reaction so far very calm. Seems like the market expected the positive surprise. All in all - non event.

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InsideMacro @InsideMacro

3 months ago

Melt up vibes intact: • $SPX 3pts from ATH • $NDX NEW ATH • $VIX 16.59 Drivers: - Improving macro (rate cuts, geopolitics easing) - AI enthusiasm - Underweight positioning (L/S ratio still low) - Technicals supportive (vol compression, retail flows) Flow: - vol buying, skew…