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Macrokurd Musings

  • @macrokurd
  • Public
  • 29 members

~ Navigating the world of markets, with an emphasis on Global Macro. Personal views.

Macrokurd
3 months, 3 weeks ago

@macrokurd via Macrokurd Musings.

https://themessenger.com/news/the-u...
The US Is Preparing Evacuation Plans for American Citizens in Taiwan (Exclusive)

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Macrokurd
4 months, 1 week ago

@macrokurd via Macrokurd Musings.

*US TREASURY ASKS AGENCIES IF PAYMENTS CAN BE MADE LATER: WAPO

Doesn't sound good...

Macrokurd
4 months, 1 week ago

@macrokurd via Macrokurd Musings.

10y US vs Japan yields

Either they adjust YCC, or the Japanese will need to accept a weaker currency

Post
Macrokurd
4 months, 2 weeks ago

@macrokurd via Macrokurd Musings.

Cue the oil price pump...

*SAUDI ARABIA SAID TO MOVE CLOSER TO ANOTHER ARAMCO SHARE SALE

Macrokurd
4 months, 3 weeks ago

@macrokurd via Macrokurd Musings.

*UAE’S ROYAL GROUP SHORTS US STOCKS ON GLOBAL RECESSION FEARS

  • Optimus Prime
    4 months, 3 weeks ago

    Next stop, short selling ban on banks stocks...

  • Macrokurd
    4 months, 3 weeks ago

    @optimus How does an oil producer hedge it's risk? Short stocks :-)

    Tagged Users: optimus.
  • Optimus Prime
    4 months, 3 weeks ago

    @macrokurd you can always find a circumvoluted argument saying US economy lower = oil demand lower...or you can just admit its a trading view

    Tagged Users: macrokurd.
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