Gareth Moody
@CapMarketData
Empirasign organizes disorganized markets Now making sense of the Credit Market Madness - please see our substack: http://systematiccredit.substack.com.
📈 Bonds rebound as Japan’s long end finally breathes—40Y JGBs plunge, gold rips, equities hesitate. Is this stabilization or just the calm before rates re-accelerate? ⏳ #Bonds #Rates Read the full analysis thoughtsfortheday.substack.com/p/thoughts-for… #Macro #FederalReserve #Tariffs…
No data, no direction — Treasuries are flying blind 🔍. Without inflation reports, can traders really price risk… or are we just guessing elegantly? 🤔 #Bonds #CPI #Markets For further analysis… thoughtsfortheday.substack.com/p/thoughts-for… #Macro #FederalReserve #Tariffs #Investing #GlobalTrade…
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…
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…
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…
Scrambled egg bit.ly/4mypMdk
networksolutions.com
Typepad | Network Solutions
Typepad | Network Solutions
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…
NFP payrolls, Risk-On Sentiment and Risk Market Valuation open.substack.com/pub/systematic…
United States Trends
- 1. Seahawks N/A
- 2. Good Monday N/A
- 3. Sam Darnold N/A
- 4. Rams N/A
- 5. Stafford N/A
- 6. Vikings N/A
- 7. #RepublicDay N/A
- 8. Superbowl N/A
- 9. McVay N/A
- 10. Puka N/A
- 11. #RHOP N/A
- 12. #BaddiesUSA N/A
- 13. Tylil N/A
- 14. #AKnightOfTheSevenKingdoms N/A
- 15. Woolen N/A
- 16. Kupp N/A
- 17. Romeo N/A
- 18. #IndustryHBO N/A
- 19. gerard N/A
- 20. Stacey N/A
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