#globalmacro search results
You nailed it guys 🎯 #GlobalMacro
We almost aced this down to the minute - offroaded oil late last week and added materially to risk early Monday Solid level headed analysis from my buddy @RosenvoldGeo
🔴 Is a U.S. Recession Still in the Cards? / with @dailydirtnap #GlobalMacro 🔥 Enjoy it only on Real Vision (free signup required) app.realvision.com/video/is-a-us-…
🇨🇳 China sees this as economic war — and it's ready to suffer to win / with @fidenzamacro #GlobalMacro Beijing is digging in, using stimulus and strategy to outlast the U.S. and shift global power. 🔥 Enjoy it only on Real Vision (free signup required)
🔴 Is China Ready for an All-Out Trade War? / with @fidenzamacro #GlobalMacro 🔥 Enjoy it only on Real Vision (free signup required) app.realvision.com/video/tariffs-…
🌍 The world is dumping dollars—and piling into gold. / with @fidenzamacro #GlobalMacro Central banks are buying big as trust in Treasuries fades. $10K gold? It’s possible. 🔥 Enjoy it only on Real Vision (free signup required)
🔴 Is China Ready for an All-Out Trade War? / with @fidenzamacro #GlobalMacro 🔥 Enjoy it only on Real Vision (free signup required) app.realvision.com/video/tariffs-…
🔴 Is This The End of The U.S. Dollar Empire? / with @WarrenPies #GlobalMacro 📷 Enjoy it only on Real Vision (free signup required) app.realvision.com/video/the-end-…
Graham’s Head of Business Development APAC, Cicely Yanxia Sun, will attend Global Alts Asia 2025 in #Singapore (Nov 10–12), joining peers to discuss how #globalmacro trends are shaping the future of alternative investments. #TeamGraham: Graham’s Head of… dlvr.it/TP3mk1
🔴 Is China Ready for an All-Out Trade War? / with @fidenzamacro #GlobalMacro 🔥 Enjoy it only on Real Vision (free signup required) app.realvision.com/video/tariffs-…
They’re calling the EU–India deal historic. But trade deals don’t create growth. They expose who needs it. India will grow either way. Europe won’t — without deep structural reform. 🎥 Full breakdown on YouTube. 👇 #GlobalMacro #EU #India #Geopolitics
Yapay zekanin kuresel ekonomilere etkileri, sektor rotasyonu, dolar ve EM beklentilerini, - Türkce, dilim döndügü kadar - anlatmaya calistim! 👇👇 youtube.com/watch?v=iSq-_6… #globalmacro #AI #technology #rotation #USDJPY
Have a good sunday, read and be prepared for a new trading week #globalmacro
This is the first edition of a new free piece, talking of macro investing, only ideas, no charts, easy to read in some minutes. Give me feedback PLS! open.substack.com/pub/creditfrom…
We have a pretty heavy #globalmacro calendar to close out the trading week. My top events per session: APAC - Japan spending, China vehicle sales Europe - UK GDP and industrial production US - UofM sentiment, Canadian jobs, US budget statement
Missed yesterday’s #Quad2 rally? That’s OK. Review your process. Mastery means showing up with discipline during every macro phase. Ego = short-term dopamine. Process = long-term compounding. #GlobalMacro #InnerExcellence
Join us on the 18th September for our Livestreamed MNI Connect with Luis de Guindos, Vice-President of the European Central Bank. 👉 mni.marketnews.com/ecbdeguindos .... #macroeconomics #globalmacro #inflation #MNIConnect | @ecb
EM equities: the comeback starts here Dollar down, capex up, and domestic demand rising. Why EM and Asia are back in focus – and why it’s just the beginning 👉ow.ly/63cU50X0LHU #EmergingMarkets #GlobalMacro Capital at Risk
Join MNI & St. Louis Fed President Alberto Musalem for our Webcast on US Economy & Monetary Policy. 👉 Register here: mni.marketnews.com/albertomusalem .... #macroeconomics #globalmacro #inflation #mniwebcast #economics #useconomy #webcast @stlouisfed
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MNI Webcast with Alberto Musalem
Alberto Musalem, President & CEO, Federal Reserve Bank of St Louis. Please register here to join the video conference!
Catch the latest MNI policy highlights covering the biggest macro and central bank developments driving markets. 👉 mni.marketnews.com/3Pz2ZlG ... #globalmacro #macroeconomics #inflation #economy
In his latest Global Macro Update, @EdDAgostino talks with Louis Gave (@gave_vincent) about why treating emerging markets as a single category leads investors astray, and how regional differences shape the story. mauldineconomics.com/global-macro-u… #EmergingMarkets #GlobalMacro #Investing
Japan bond yields are hitting fresh highs, led by a sharp sell-off in long-dated bonds. Markets reacted negatively to PM Sanae Takaichi’s plan to cut food taxes, with no clear funding source, raising concerns about higher borrowing. #Japan #BondMarkets #GlobalMacro
⚠️ 亚洲周末信号:AI出口爆表 + MAS SGD升值 + HK机场登顶 OCBC破S$1000亿,银行成避风港。 Structure > headlines. 下周和谈继续?你更看好科技还是银行?评论区说说👇 下周你押risk-on还是先观望?HNWI怎么调仓?👇 #GlobalMacro #Iran #MAS #OCBC #STI #AsiaMarkets #NODX #OCBC #HongKong
🚨 周末重磅!美伊和谈“进展”+油价回落10%+HK机场全球第一 S&P新高、Nikkei/Kospi狂飙、STI银行强势 我的策略:20-25% SGD银行(4%+收益),10-15%现金,核心OCBC。 Structure > headlines. 下周你押risk-on还是先观望?HNWI怎么调仓?👇 #GlobalMacro #Iran #MAS #OCBC #STI
3/3 🛡️ Strategic Nexus: US-Japan defense/economic ties add complexity. This isn't just a sell-off; it's a potential deleveraging event. If cross-asset correlations spike, risk-parity funds may be forced to liquidate equity, testing Monday's market depth. #GlobalMacro
Yo, just dropped a new post on the political scene. Ain't no FUD gonna stop me. Check it! #politics #globalmacro #cryptomeme
Catch the latest MNI policy highlights, covering oil price shocks, the US labour market, and the Central Bank of Peru. 👉 mni.marketnews.com/41BEHKz ... #globalmacro #macroeconomics #inflation #economy #oil #markets
🚨Week’s Big Reversal! Iran talks advance+SG NODX +15.3% AI boom! S&P hits 7000 record,Nikkei/Kospi surge,STI banks strong My playbook:20-25%SGD banks (4%+yield),10-15%cash.Core OCBC Risk-on next week or stay cautious?HNWI how are you repositioning?📷 #GlobalMacro #MAS #STI #Iran
🇲🇾 🇮🇷 Two Straits. One Crisis. The World Has Never Been Here Before Read More: tinyurl.com/2x4jtt5k #GlobalMacro #MaritimeRisk #EmergingMarkets #ASEAN #GeopoliticalRisk #TradeFinance #EnergyMarkets #Shipping #InvestorIntelligence #Geopolitics #Malaysia #Singapore #Indonesia
India is not for beginners. But 2026 is not a beginner's test. It is the examination that separates the nations that become — from the nations that almost did. 22,000 words. 15 sections. One Darwinian argument: 👉 indiabitcoinman.com 16/16 | #India #Bitcoin #GlobalMacro
📊 IMF to Central Banks: Don’t Let 2022 Trauma Trigger a Growth-Killing Rate Mistake Read More: bit.ly/IMFMacro #GlobalMacro #IMF #CentralBanking #InterestRates #FixedIncome #InvestorInsights #RiskManagement #InflationWatch #EmergingMarkets #MacroStrategy
🌍Risk rally on Iran talks. SG's move? IMF cuts growth,energy risk.MAS steepens SGD,raises CPI. Bank deposits strong My play:20-25%SGD yield,10-15%cash, prefer OCBC. Structure>headlines.Patience pays Energy eases,SGD strong–adjust SEA exposure?👇 #GlobalMacro #MAS #SGD #Singapore
#GlobalMacro #ECB #InterestRates #SupplyChain #Economics #GlobalRewire #MarketInsights #MacroReality #BRN ➤ Will central banks prioritize inflation bets or the reality of an industrial downturn? ➤ Read the full analysis on 🔗 thebrn.co/research
🚨 The forced unwind is real. And the repricing is just getting started Read More: tinyurl.com/msfrk3eu #HedgeFunds #GlobalMacro #EquityMarkets #InvestorInsights #MarketStructure #AlternativeInvestments #RiskManagement #FinancialMarkets #AssetManagement #MacroStrategy
Formal reports and regional growth revisions are scheduled for release throughout the week. #GlobalMacro #IMF2026 #EconomicOutlook #FinancialStability #FuturesTrading
4/4Takeaway: The AI & energy transition megatrends are entering a capital-intensive, physical build-out phase. Markets are mentally in the software phase, creating a behavioral gap. Focus on cross-commodity industrial tightness. #SupplySqueeze #GlobalMacro
Goldman, Mizuho, and UBS were structurally short Alibaba from the day each contract was signed. SoftBank confirmed this in their own August 2022 IR press release. Settlement schedule was in EDGAR filings. Overhang was public and dated. #Alibaba #DerivativesTrading #GlobalMacro
The pattern across all five trades: Son disclosed everything on public earnings calls. The NAV gap. The distress. The buyback intent. The LP coupon burden. Alpha did not require inside information. It required reading what was already public. #GlobalMacro #ActivistInvesting
🚨 Iran Just Named Its Price Read More: tinyurl.com/5n6v7d56 #IranTalks #GlobalMacro #OilMarkets #GeopoliticalRisk #EnergyInvesting #MiddleEast #FixedIncome #CrudeOil #RiskAssets #InvestorIntelligence #Sanctions #MacroStrategy
🌐 The Great Power Repricing: What the New World Order Means for Your Portfolio Read More: bit.ly/GlobalMacro-20… #GlobalMacro #GeopoliticalRisk #EmergingMarkets #AssetAllocation #Investing #Geopolitics #PortfolioStrategy #CapitalMarkets #Multipolarity #GlobalTrade
China PPI turned positive for the first time since Oct 2022. China's cheap exports were quietly suppressing US goods inflation for 2 years. That tailwind is now gone. Upstream pressures are building. Watch the next few prints. #CPI #ChinaPPI #GlobalMacro
Catch the latest MNI policy highlights covering the biggest macro and central bank developments driving markets. 👉 mni.marketnews.com/4tKdr8J ... #globalmacro #macroeconomics #inflation #economy
EM equities: the comeback starts here Dollar down, capex up, and domestic demand rising. Why EM and Asia are back in focus – and why it’s just the beginning 👉ow.ly/63cU50X0LHU #EmergingMarkets #GlobalMacro Capital at Risk
Everyone is watching Iran. Everyone is watching China. But the real switch controlling global shipping? It sits in London’s insurance market. #Shipping #GlobalMacro #LloydsOfLondon #EnergyMarkets #HiddenPower
The Weekly Market Review is out #globalmacro #markets #HY #fx #commodities #bonds #Equity creditfrommacrotomicro.substack.com/p/weekly-marke…
First the EU Parliament elections, then the Supreme Court decision last week, then the French elections today....next the UK elections & the US elections. Is your portfolio ready for policy volatility when new govts take office? #globalmacro #porfoliomanagement #2024Elections
Decoding the #globalmacro milieu moderated by Jeff Gable @AbsaSouthAfrica with Andre Breedt of Capital FM, Lansdowne Partners’ Nigel Hikmet, Carmen Nel of Matrix Fund Managers and Ninety One’s Hannes van den Berg start with how geopolitics affects investing #hedgenewsafrica2023
Missed yesterday’s #Quad2 rally? That’s OK. Review your process. Mastery means showing up with discipline during every macro phase. Ego = short-term dopamine. Process = long-term compounding. #GlobalMacro #InnerExcellence
Dive deep into the pulse of global commodities with Tor Svelland from Svelland Capital and @alanjdunne. They unravel the forces propelling markets into a super cycle. Don't miss out on the insights! 👇👇👇👇👇 top-traders-unplugged.captivate.fm/listen #Globalmacro #Commodities #investing
Nowy miesiąc, nowy szczyt w trendzie wzrostowym na 2-letnich rentownościach obligacji w US. 10-letnie rentowności przebijają poziom 4% (max 4.22% w październiku 2022). To wszystko w otoczeniu słabych odczytów PMI i ISM.. #globalmacro #UST2YR #obligacje #rentowności #inwestycje
Join Tor Svelland and Alan Dunne for a discussion on how the commodity markets have evolved over the years as banks have scaled back trading and quant firms and CTAs have become more prominent players. Tune in now! 👇👇👇👇👇 top-traders-unplugged.captivate.fm/listen #Globalmacro #Commodities
Z 2025 Thirty Year vs. Ten Year futures spread: watch for a positive reversal on a close above the lower Bollinger Band of 107 (1 to 1 diff); suggesting the Thirty Year outperform on this spread. Prior setups via green lines, with bear in purple. #rates #globalmacro
The labor market/inflation conundrum as policymakers start thihking about their first G20 meetings of the year macroVS-- Weekly Monetary Policy Podcast & Data Roundup - mailchi.mp/measuringpolic… #globalmacro #inflation #economicpolicy
Start your day with a coffee + this interview with our founder on @DisruptionBank, explaining “tension fade,” shifting oil & gold conviction, and navigating 24-hour regime cycles. Read it here: disruptionbanking.com/2026/02/17/how… #GlobalMacro #Commodities #MarketSentiment
Gustavo Medeiros recently discussed how emerging markets can provide diversification and growth for investors, giving a compelling alternative in a volatile global environment. Watch the @Mercer webinar here: ashmoregroup.com/insights/merce… #EmergingMarkets #GlobalMacro #Ashmore
In this episode, Tor Svelland lays out the blueprint for spotting opportunities in the commodity markets amidst global shifts. Tune in as we decode the signals steering the course of global demand. 👇👇👇👇👇 top-traders-unplugged.captivate.fm/listen #Globalmacro #Commodities #investing
🧵 THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO Japan’s 30-year bond yield just hit 3.41%. That number means nothing to most people. But it should terrify you. #JapanCrisis #GlobalMacro #BondMarket Here’s why 👇
Z 2025 Gold: monitor for a negative mean reverting condition via a close below the upper Bollinger Band towards 3607. Prior similar bearish setups denoted via purple vertical lines. stonex.com/en/lp/tactical… #gold #globalmacro
Mental toughness is a choice — especially at all-time highs. Markets change, flows shift, and if you can’t pivot with them, you will get steamrolled. Knowing when you’re wrong isn’t weakness. Refusing to change? That’s dumb alpha. #GlobalMacro #QuadShift
We have a pretty heavy #globalmacro calendar to close out the trading week. My top events per session: APAC - Japan spending, China vehicle sales Europe - UK GDP and industrial production US - UofM sentiment, Canadian jobs, US budget statement
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United States Trends
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