MacroStrats @MacroStrats

#MacroStrategy | Markets research | Data-driven investing and trading. Ex-central banker | Ex-multilateral banker | Fund analyst. No Financial Advice. Washington, DC Joined February 2025

Tweets

278
Followers

137
Following

314
Likes

206

JustDario 🏊‍♂️ @DarioCpx

20 hours ago

I have been telling this to many “expert analysts” since long ago, at that time they laughed at me. Now they aren’t laughing anymore since they are realising how ChatGPT and many similar LLMs are nothing more than Google Search 2.0 (and far from “intelligent”)

High Yield Harry @HighyieldHarry

2 days ago

53 127 4K 176K 146

Download Image

77 98 764 53K 61

Financial Physics @FinancialPhys

3 days ago

Spoiler You don’t need to burn everything down and nuke anything You just need to force the USD to collapse and replace it with hard money that can’t be counterfeited

31 29 213 4K 6

Michael Covel @Covel

4 years ago

From Ed Seykota’s “Govopoly”:

12 40 161 0 39

Download Image

MacroStrats @MacroStrats

4 days ago

Why there is a sense that US economy is doing bad? Data tells a different history. Basically, US is a consumption-based economy. And rich people (1% of population) consume almost 50% of the goods and services of the country. Their purchases and expectations maintain the economy

0 0 0 14 0

Download Image

Thomas Kennedy @tomaskenn

5 days ago

If you are a U.S. taxpayer, know that $20 billion are about to be used to bailout Argentina’s IMF backed libertarian economic experiment of shock doctrine and austerity, which took only a year and a half to complete collapse like a house of cards.

Financial Times @FT

5 days ago

77 107 304 538K 47

241 3K 12K 344K 546

MacroStrats @MacroStrats

4 days ago

What beautiful fundamentals. The real darling of the stock marke? #FSLR

0 0 0 18 0

Download Image

MacroStrats @MacroStrats

5 days ago

Tylenol up 1000%

0 0 0 20 0

Download Image

MacroStrats @MacroStrats

6 days ago

Unpopular opinion: #US economy is still solid. The economy is highly flexible when facing multiple shocks. The problem comes in the distribution of labor and wealth. But in aggregate, everything is in good shape

0 0 0 14 0

Download Image

david @sdav1986

6 days ago

*Walter Bloomberg @DeItaone

7 days ago

https://t.co/liPWvR0aix

108 125 1K 837K 74

24 108 4K 192K 147

Download Image

MacroStrats @MacroStrats

4 months ago

Anchored (inflation) expectations are critical to everything we do, the have to be fully committed to the 2% target

0 0 0 53 0

Download Image

MacroStrats @MacroStrats

4 months ago

While retail investors are buying the dip, Fund managers are decreasing their position

0 0 0 41 0

Download Image

MacroStrats @MacroStrats

4 months ago

Today the market erased some loses of last friday. But we will see later the consecuences of the credit rating downgrade

0 0 0 25 0

Download Image

MacroStrats @MacroStrats

5 months ago

0 0 0 30 0

Download Image

MacroStrats @MacroStrats

5 months ago

Ok, after the spring meetings of the IMF-World Bank, I am back. Equity markets in Europe and US equity index futures are in retreat after political turmoil in Germany and worries about the trade war dampened sentiment, although Asia had a positive session.

0 0 0 35 0

Download Image

Piotr Pomorski @PtrPomorski

6 months ago

Who’s selling these?

3 6 92 7K 10

Download Image

JL @spooky_JL

6 months ago

NOOOOoooOooOoOOooOoooOOOOOooooOOOooOoO

562 59 2K 871K 148

Download Image

Stefania Spezzati @stespezzati

6 months ago

🧨Some EU central banking and supervisory officials are questioning whether they can still rely on the Fed to provide dollar funding in times of market stress, six people familiar with the matter said told @Reuters 🧨 reuters.com/markets/some-e…

5 61 160 90K 87

MacroStrats @MacroStrats

6 months ago

#FED has a lot of confidence about inflation getting back to long-term targets. They even say that their simulations include full retaliation of trade partners. Well, they rose inflation projections, but they are still expecting two rate cuts. I consider that the Fed is stuck,…

0 0 0 49 0

Download Image

MacroStrats @MacroStrats

6 months ago

The selling side of the financial markets is misleading if we ignore the macroeconomic environment. Neither of these ratings will achieve their objective if current volatility does not decrease. Even if that is that is the case, I am not that confident on these ratings.