Macro Observations

Macro Observations

What If The Fed Doesn’t Cut At All In 2025?

As it stands right now, the Fed Funds futures market is pricing in roughly three rate cuts by the end of the year, starting with the first cut in June. That’s a more dovish stance than we saw just a month ago when the market was leaning towards just

Macro Observations

The Reverse Yen Carry Trade Is Happening

It’s Just Slower & More Controlled This Time

Macro Observations

The Four Charts That Should Have You Worried

Atrocious.

Macro Observations

Time For A Face-Ripping

The Market Faces A More Violent Reversal Now

Macro Observations

Why This Is Starting To Look Like Real Risk-Off Here

Few.

Macro Observations

Are Investors Concerned About Inflation Risk Or Not?

Comparing the UofM and NY Fed Reports

Macro Observations

Inflation Inevitable?

The Hidden Costs of Trade Wars

Macro Observations

Is DeepSeek A True AI Game Changer?

It Sure Seems Like It

Macro Observations

Let’s Revisit Interest Rates

The State Of The Bond Market

Macro Observations

Is Japan The Root Cause Of The Current Sell-Off In U.S. Treasuries?

The Simplest Answer Is Usually The Right One

Macro Observations

Inflation Today, Economic Collapse Tomorrow?

The Tariff Time Bomb

Macro Observations

The Fed Turns Hawkish, The BoJ Doesn’t

What We Learned From Central Banks This Week