The Macro Compass
EN131 episodes
businessinvesting
The 10.000 foot view of Global Macro and Financial Markets, such that you don't miss the forest for the trees. themacrocompass.substack.com
Episodes (131)
Run It Cold Now, Run It Hot Later
The Macro Compass
Oct 8, 20257:06pending
May The Odds Be Ever In Your Favor
The Macro Compass
Aug 25, 202518:33pending
Plumbing Risks Ahead
The Macro Compass
Aug 13, 20255:54pending
Policymaking Protest Assets (PPAs)
The Macro Compass
Jul 15, 20254:51pending
Null Komma Null
The Macro Compass
Jun 18, 20256:51pending
On The US Downgrade
The Macro Compass
May 19, 20257:55pending
How The Whales Could Dump More US Dollars
The Macro Compass
Apr 25, 20255:13pending
The Macro Unicorn
The Macro Compass
Mar 31, 20257:18pending
Here Are My Top Macro Ideas
The Macro Compass
Feb 23, 20256:02pending
Bond Market Rally Next?
The Macro Compass
Feb 7, 20254:57pending
How To Prepare For Tariff Day
The Macro Compass
Jan 19, 20257:21pending
What To Buy For A Macro Portfolio In 2025
The Macro Compass
Jan 5, 20258:09pending
A Fresh Look At Bond Markets
The Macro Compass
Dec 9, 20246:42pending
Macro Clouds On The Horizon
The Macro Compass
Oct 20, 20247:01pending
The Big Chinese Bazooka
The Macro Compass
Sep 28, 20245:32pending
China Is Imploding
The Macro Compass
Sep 20, 20245:42pending
This is a True Regime Change
The Macro Compass
Sep 10, 20247:39pending
Panic Monday! (What Now?)
The Macro Compass
Aug 5, 20245:28pending
Macro Volatility Is Coming
The Macro Compass
Jul 15, 20248:59pending
Why Doesn't The Economy Break?!
The Macro Compass
May 16, 20246:09pending
Yield Curve 101
The Macro Compass
May 10, 20247:38pending
Tectonic Macro Shifts
The Macro Compass
May 5, 20247:48pending
A Trillion (Dollar) Reasons
The Macro Compass
Apr 25, 202411:03pending
Do You Own These in Your Portfolio?
The Macro Compass
Mar 24, 202411:24pending
Beware Animal Spirits
The Macro Compass
Mar 10, 20249:43pending
IT'S BACK!
The Macro Compass
Mar 2, 20245:51pending
Pay Attention To Monetary Plumbing
The Macro Compass
Jan 27, 20247:48pending
The Liquidity Conundrum
The Macro Compass
Jan 15, 20249:01pending
Unpacking Bond Markets
The Macro Compass
Jan 9, 20245:31pending
The 2024 Macro Playbook
The Macro Compass
Jan 2, 20245:03pending
Japan: Here is What You Should Know
The Macro Compass
Dec 8, 20238:19pending
The Whales Are Coming
The Macro Compass
Dec 3, 20237:08pending
Inflation: What Next?
The Macro Compass
Nov 20, 20239:02pending
Something Will Break
The Macro Compass
Oct 15, 20237:00pending
A Rare & Dangerous Trend in Bond Markets
The Macro Compass
Sep 24, 202310:39pending
The Key Macro Charts To Watch
The Macro Compass
Sep 17, 202311:00pending
Bonds On The Move
The Macro Compass
Sep 8, 20238:05pending
US Downgrade! Now What?
The Macro Compass
Aug 2, 202310:05pending
The Liquidity Illusion
The Macro Compass
Jul 24, 20238:32pending
How Not To Suck At Trading
The Macro Compass
Jun 22, 20237:08pending
Jawboning
The Macro Compass
Jun 15, 20234:18pending
The Next Big Macro Trade?
The Macro Compass
Jun 6, 20235:41pending
Liquidity: What's Next?
The Macro Compass
May 30, 20236:22pending
Currencies Matter
The Macro Compass
May 28, 20239:00pending
Will the US Default?
The Macro Compass
May 23, 20234:30pending
The Real Deal
The Macro Compass
May 14, 20239:24pending
Credit Crunch
The Macro Compass
May 9, 20235:39pending
The Fed Meeting Explained
The Macro Compass
May 3, 20235:07pending
The Most Misunderstood Concept in Finance
The Macro Compass
Apr 28, 202310:11pending
New Bull Market or Bear Market Rally?
The Macro Compass
Apr 25, 20236:33pending