SAMacro @MTmacro

New York, USA Joined February 2019

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Nick G. @nickgiva1

3 months ago

It's almost like the political "profession" does not know that PPI excludes imports, hence it cannot reflect tariffs.

JD Vance @JDVance

3 months ago

It's almost like the political "profession" does not know that PPI excludes imports, hence it cannot reflect tariffs.

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DXY has pulled 2.3% away from its 5-day EMA - most stretched since March 2009 & >4 std deviations from the LT mean Naturally we could see sideways chop & the MA play catch up, or we could see price mean revert, but it shows the power of the move this week 🤟 #trading #dxy #usd

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SAMacro @MTmacro

3 years ago

Reducing size in long $ positions significantly here this morning. Leaving 1/3 pos on the table, was at max size.

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Aditya Chakrabortty @chakrabortty

3 years ago

Whatever side you're on, whatever your ethnicity, this is truly a historic moment. The UK has its first Goldman Sachs Prime Minister.

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SAMacro @MTmacro

3 years ago

We stay long dollars until the macro materially changes

Paulo Macro @PauloMacro

3 years ago

We stay long dollars until the macro materially changes

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SAMacro @MTmacro

3 years ago

Legged out of all jpy longs today, was marginally positive on the position. Think usdjpy will still trickle higher, long dollars now

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SAMacro @MTmacro

3 years ago

Fair point

Daniel Lacalle @dlacalle_IA

3 years ago

Fair point

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SAMacro @MTmacro

3 years ago

Trimming long dollars significantly, out of most short rate positions

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SAMacro @MTmacro

3 years ago

usdjpy closing in on 146, MOF can't stop the tide of economic gravity

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SAMacro @MTmacro

3 years ago

Slowly starting to trim dollars into CPI on Thurs...I'll still be long but not by the same magnitude as I am rn

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Conks @conksresearch

3 years ago

Countries want to leave, but leaving requires unimaginable pain. Abandoning the U.S means abandoning the only power capable of creating stable capital markets. America is the sole region possessing the continuity and economies of scale that attracts a large investor base...

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SAMacro @MTmacro

3 years ago

Buying more dollars

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SAMacro @MTmacro

3 years ago

Buying some dollars here

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macrogliblyglosh @macrogliblyglo1

3 years ago

Once we get past the ugly, there’s going to be a ton of really attractive high carry stuff out there.

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Ricky Sandler @rsandler21969

3 years ago

@GerberKawasaki The economy is fine Ross. It's just your hyper growth long duration portfolio that's got a problem. When you come to the realization that you weren't a genius but just lucky being long overvalued growth through a period it got more overvalued write me back.

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SAMacro @MTmacro

3 years ago

There will be a time and place to go huge in this stuff

Natalia Gurushina @NGurushina

3 years ago

There will be a time and place to go huge in this stuff

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SAMacro @MTmacro

3 years ago

Not yet…but when DM CB’s truly catch up to the fed and hike aggressively, the momentum of relative fed hikes will ease and G10 will be a buy against USD alongside corresponding local rates. The risk reward in short US rates is no longer there. $ maybe more room to run ST…