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 weakness in private US jobs data released yesterday. macro-spectrum.com/blog-detail/us… In the 2nd blog today, we detail the current stalling of DXY strength due to weak US jobs…
We have released two blog pieces today. First blog details why crude remains a sell on rise market for now. macro-spectrum.com/blog-detail/cr… In the 2nd blog today, we discuss the rising IVs in USTs and short term trend is likely higher yields…
US SUPREME COURT HEARINGS INDICATE IEEPA IS LIKELY TO BE DECLARED VOID: We have released a detailed premium opinion piece on today's Supreme court hearings on the legal validity of IEEPA as a tool for tarriffs: macro-spectrum.com/opinion/us-sup… 1. In today’s hearing in the IEEPA case at…
We have released two blog pieces today. First blog discusses today's fall in US equities which is a result of narrow bull market. macro-spectrum.com/blog-detail/a-… In the 2nd blog today, we discuss how the current funding stress in US overnight…
We have released two interesting blog pieces today. First blog discusses the increasing bond market funding of AI capex. Yesterday Alphabet did a 25 BN USD total borrowing through bonds after Meta's last week's borrowing of 30 BN USD. This is…
We have released two blog pieces today. First blog discusses today's fall in Gold prices after China over the weekend ended tax incentives for retail Gold sellers. macro-spectrum.com/blog-detail/go… In the 2nd blog today, we discuss how OPEC+ decision…
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. Though we have a few private sector data points this week, focus is likely to remain on Fed speak in the wake of Chair Powell’s messaging…
IS G2 FOR REAL OR AN UNSTABLE EQUILBIRUM: We have released a detailed report on the recent Xi Trump meeting in Busan & what are the motivations & likely outcomes in near future: macro-spectrum.com/opinion/is-g2-… 1. The recent trade deal between Xi & Trump is at best an unstable…
SCOTUS HEARING ON 5TH NOV OF LEGAL VALIDITY OF IEEPA TARIFFS: US Supreme Court will hear oral arguements on 5th Nov regarding Trump's use of IEEPA to impose tariffs. We have released a detailed preview report on what to expect in various scenarios: macro-spectrum.com/opinion/previe… 1.…
NO US EMPLOYMENT DATA MEANS NO DEC CUT: We have released a detailed report on why believe that if US government shutdown continues and there is no employment data, Dec is a status quo for Fed: macro-spectrum.com/opinion/no-us-… 1. We have been consistent in our view that US employment is…
We have released two blog pieces today. First blog details the strong earning results from Apple & Amazon today. Amazon AI capex trend remains strong. Stock is up 13% post results today. macro-spectrum.com/blog-detail/am… In the 2nd blog today, we discuss…
We have released two blog pieces today. First blog details how Fed Chair Powell delivered a hawkish cut today & it's likely impact on risk assets, DXY & UST yield curve. macro-spectrum.com/blog-detail/po… In the 2nd blog today, we discuss the AI capex…
We have released two interesting blog pieces today. First blog discusses the possibility of Fed chair sounding hawkish in tomm FOMC press con. We believe Fed's actions on ending QT tomorrow might soften the blow of Powell's risk management spin on…
We have released two interesting blog pieces today. First blog focusses on how we believe current risk on environemnt globally does not gel well with falling bond yields. macro-spectrum.com/blog-detail/ri… In the 2nd blog today, we detail recent job cuts…
We have released two interesting blog pieces today. First blog talks about how this week is crucial for AI theme as 5 out of Mag-7 names announce their earnings on Wednesday & Thursday. macro-spectrum.com/blog-detail/we… The second blog today covers how Takaichi…
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. This Wednesday’s FOMC meeting will be the main event as the federal government shutdown enters its fifth week. In addition to cutting the…
BRENT MIGHT SOON SEE TACO: We have released a detailed report on hard data on the recent US sanctions on Russian entities Rosneft & Lukoil. This detailed 10 page report is our effort to study the possible impact on Russian crude supplies to the world and how crude prices might…
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