MacroVisor 📊
@theMacroVisorsWe Make Macro Actionable 🌐 Thematic cross-asset strategy driven by macro and momentum for traders and investors. Stocks, options, commodities, bonds & FX 🔽
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Happy Sunday all! This week we examine the high-level market impact of what we may see under the new administration's proposed immigration policies. Have a great week ahead! macrovisor.com/p/the-weekend-…
Happy Sunday All! We're coming up on one of the most exciting weeks for the US. So this weekend, we cover some last-minute thoughts in our US Election Special. Have a great week ahead. macrovisor.com/p/the-weekend-…
Happy Sunday All! Here are some macro musings as we enter the "Final Stretch" of the year. We also briefly cover what to expect from Big Tech earnings next week. Have a great week ahead! macrovisor.com/p/the-weekend-…
The US Equity Market remains extremely concentrated... almost at the highest level in 100 years.
Happy Sunday All! Yes, we're talking about inflation again! This week we review where things stand, and what's been weighing on our minds when it comes to US Inflation. Have a great week ahead! macrovisor.com/p/the-weekend-…
Happy Sunday All! This week we talk about Central Banks and the global easing. Have a great week ahead! macrovisor.com/p/the-weekend-…
Curious what's going on in global markets? We've got you covered. This week's MacroVisor Dashboard looks at stock markets around the world, as well as key commodities, currencies and Treasuries. Check it out! 😎👍 macrovisor.com/p/macrovisor-d…
Great to be on Bloomberg this morning with the amazing @JoumannaTV We had a good laugh and talked about: - China's stimulus measures being encouraging and this rally having legs for the next couple of months but, still remaining cautious because this may not be enough to get…
Happy Sunday All. This week we ask whether we've entered the Era of Easy Money.... yet again! We also look at a brief preview of US Earnings Seasons coming up in less than two weeks. Have a great week ahead! macrovisor.com/p/the-weekend-…
There's a lot going on in the worlds of commodities and emerging markets. Check out our latest MacroVisor Dashboard for our views on where there's opportunities and where there's risks. macrovisor.com/p/macrovisor-d…
If you missed our FOMC analysis live stream today, you can join @AyeshaTariq and I right here on Twitter for the recap of Chair Powell's press conference. We discuss the jumbo cut, a surprisingly dovish Dot Plot and the big man's appearance. 😎👍 youtube.com/watch?v=AtRV3b…
We'll be covering Fednesday live here on Twitter, as well as YouTube and our Discord. Be sure to join myself and @AyeshaTariq as we break down the decision and our thoughts about the SEP Report and press conference. We'll start the livestream around 1:45 pm EST or so.
FOMC Preview 🧐 - Fed cuts rates by 25 bps - No change to QT run rate - Dot Plot shows less cuts than market expects by about 75 bps - Chair Powell's presser is dovish, complete with his purple tie - Markets pop as hedges removed, then fall back lower and end red on the day
A quick note of what's happening around the world with a preview of US Retail Sales ahead of today's print. macrovisor.com/p/breakfast-bi…
A 50 bps cut could suggest that the Fed is concerned that they may not achieve a soft landing after all. It would strike a tone of "catching up" to an economy that is weaker than anticipated.
Always great to be back on Fox Business with the one & only @cvpayne This time we talk about the rotation trade, pricing in a slowdown, the first Fed cut, and gold! Have a great weekend all!
A slightly more edgy morning note from us today... read for FREE. macrovisor.com/p/breakfast-bi…
Check out my latest interview with @JasonEBurack We discuss what's going on in the markets, economy, AI and much more! youtube.com/watch?v=9U2bq5…
Every week we post our view on the global markets, technical setups, and trades for our members. Come join us at MacroVisor to learn more about what we do. macrovisor.com/p/macrovisor-d…
Happy Saturday All! This week we have a very special edition with a Big Picture Chart Deck for the US, created by my daughter. We thought we should put the summer holidays to good use before school starts again. Have a great week ahead! macrovisor.com/p/the-weekend-…
If you are struggling with your emotions or your trading mindset, check out my Trading Psychology 101 video. It's a great starting place for traders of all skill levels to up their game -- and best of all it's FREE to watch. youtube.com/watch?v=4jwN3j…
United States Trends
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Who to follow
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The Latticework
@LTCWRK -
John Doss CFA, CPA
@JohnDoss1 -
Andy
@HowCanIKelp -
Boog
@traderboog -
Saint Edward's School
@StEdsVero -
Other Side Asset Management
@OtherSide_AM -
Johnny 'market 🐻' Dankseed
@JohnnyDankseeds -
Matt Smith
@MattSmithCFB -
Donald Swain, CFA
@swaind27 -
squidcat!🍉
@thesquidcat -
Korean Jesus
@KoreanCapital -
Scott Hanson
@RG_escot4 -
Deborah Moskowitz
@HurricaneDebs -
JCPG
@joshuaschiu -
God Dammit (Trader) Brian
@dammit_brian
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