hiroki @macrohiroki

Macro tourist. I read tea leaves and coffee grounds. Not investment advice. Kamakura-shi, Kanagawa Joined March 2018

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Bob Elliott @BobEUnlimited

6 months ago

Looks like time to start selling the rip. Even with this relaxation of tariffs, the combo of CHN + across the board 10% + sectoral tariffs is still a big drag ahead. Unless you think tariffs are pretty much over, these moves are likely far too positive given what is coming.

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hiroki @macrohiroki

7 months ago

wsj.com/economy/consum…

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The Long View @HayekAndKeynes

9 months ago

Are they starting to price in a hiking cycle?! 3m yield = 4.338% 2y yield = 4.342%

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hiroki @macrohiroki

11 months ago

This is an excellent article from @countdraghula on the growth problems facing Europe. Everyone is so focused on the high freq data that few take a step back and look at the bigger picture - something the author has nailed time and again. open.substack.com/pub/macroisdea…?

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hiroki @macrohiroki

11 months ago

I'm punting the republican win in Nevada senate race. Nye county's gonna deliver the republican swing. Only 11% counted🤞

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hiroki @macrohiroki

11 months ago

It’s kinda true

Whitney Baker @TotemMacro

12 months ago

It’s kinda true

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Warren Pies @WarrenPies

a year ago

@WaterworldCapi1 It's more than 25 v 50...entire reaction function shifted w/ yesterday's SEP. Basically, you get 200 bps of cuts w/ a guarantee to get more if UE rate rises at all (above 4.4%). Strong Fed put less need for bonds (recession insurance) in the portfolio of course, these moves…