MacroSpectrum
@MacroSpectrum
Macro Spectrum is set up by a team of traders & strategists working across the globe in various asset classes. For details, please visit http://macro-spectrum.com
We have released two blog pieces today. First blog details the solid 30yr JGB auction yesterday and how it supports JPY in the short term. macro-spectrum.com/blog-detail/st… In the 2nd blog today, we…
We have released two blog pieces today. First blog details the recent weak Chinese PMIs highlighting the extent of slowdown in Chinese economy. macro-spectrum.com/blog-detail/we… In the 2nd blog today, we…
We have released two blog pieces today. First blog details the weak US federal tax withholding data to forecast a weak US NFP. macro-spectrum.com/blog-detail/ta… In the 2nd blog today, we see 10yr JGB yields…
We have released two blog pieces today. First blog highlights the fact that a divided Fed implies a hawkish cut and a steeper US yield curve. macro-spectrum.com/blog-detail/a-… In the 2nd blog today, we…
We have released two blog pieces today. First blog details likelihood of JPY depreciating against Dollar again after Ueda's speech today. macro-spectrum.com/blog-detail/jp… In the 2nd blog today, we highlight that…
What we see ahead: Below is our weekly report on major economic data points in G-7 this week & our expectations: macro-spectrum.com/opinion/the-we… 1. We were earlier of the view that Dec FOMC might be a hold because of lack of data but seeing the New York Fed President Williams comment…
EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26: We have released a detailed outlook on how commodities are likely to perform in CY26: macro-spectrum.com/opinion/ex-oil… 1. With 2025 coming almost to an end, we see global commodities (ex-oil) set for more upside in CY26. 2. Base…
CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN: We have published a detailed report on Chinese motivations for AI independence & it's Taiwan ambitions: macro-spectrum.com/opinion/china-… 1. Chinese leaders have repeatedly shown patterns to think ahead over the last 5…
IS THIS DECEMBER DIFFERENT FOR DOLLAR: We have released a detailed report on why we believe DXY performance might be different this December: macro-spectrum.com/opinion/is-thi… 1. DXY has declined in eight of the past 10 Decembers (average: -91bp) but will this December be any different?…
We have released two blog pieces today. First blog details how New York Fed President Williams speech last Friday resurrected S&P going into the year end. macro-spectrum.com/blog-detail/th… In the 2nd blog today, we…
We have released two blog pieces today. First blog details today's UK budget's higher than expected fiscal buffer & lower than expected gilt supply increase. This has supported Gilts & GBP.…
We have released two blog pieces today. First blog highlights that 10yr USTs & DXY are still not reflecting Kevin Hassett's chances of being appointed as next Fed Chair. macro-spectrum.com/blog-detail/10… In the 2nd…
We have released two blog pieces today. First blog discusses if S&P can still test 7000 by year end. Last week's pull back was a healthy correction and if this week we consolidate & not break lower, 7000 is still…
We have released two blog pieces today. First blog highlights the fall in Brent prices due to Russia Ukraine peace talks progressing. Any fall below $60 levels on Brent might further accelerate downward move.…
What we see ahead: Below is our weekly report on major economic data points in G-7 this week & our expectations: macro-spectrum.com/opinion/the-we… 1. With the delayed September jobs report in the rearview mirror, market participants will have to digest several high-profile data releases…
DUTCH PENSION REFORMS: THE NEXT LONG END WORRY: We have released a detailed report on Dutch pension reforms which might be the next worry for long end DM yields going in to Dec'25: macro-spectrum.com/opinion/dutch-… 1. The Dutch pension fund (PF) system is in the middle of a transition…
NVIDIA: WINNER TAKES IT ALL: We have released a detailed report on why we believe Nvidia might be the winner of the current AI megacycle: macro-spectrum.com/opinion/nvidia… 1. The market’s faith in artificial intelligence was shaken, tested, and then reaffirmed this week exposing just…
UK AUTMN BUDGET: PREVIEW: We have released a detailed preview of the UK autumn budget scheduled for 26th Nov: macro-spectrum.com/opinion/uk-aut… 1. UK Chancellor Reeves looks set to fill a fiscal hole of around £20bn avoiding politically sensitive income/other tax rates that Labour ruled…
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