Market Macro Hub
Subscribe
Sign in
Home
Twitter
Primers
Archive
About
Latest
Top
Discussions
What If Inflation Doesn’t Stop the Fed?
Scenario Analysis: What Happens If the Fed Looks Past Inflation?
2 hrs ago
•
Alfie Kerswell
2
September 2025
Mount Rushmore Of Macro Investing: How Hedge Funds Democratised Monetary Power.
Adaptation Of Monetary Policy In Pioneering Exceptional Returns.
Sep 29
•
Emmanuel Jephthah
4
US Macro Compass: Deep Analysis, Step by Step
America’s Dovish Gamble: A Deep Macro Dive
Sep 26
•
Alfie Kerswell
13
Markets vs Mandates: Rethinking the Easing Cycle
Labour risk, inflation risk, & the reality of a dual mandate.
Sep 22
•
Emmanuel Jephthah
7
Fed Recap: October Playbook in Focus
Fed Policy Takeaways & Regime Positioning into October
Sep 19
•
Alfie Kerswell
12
Central Bank Fiasco
Rates Roulette & FX Market Frenzy
Sep 15
•
Emmanuel Jephthah
7
Easing Into Heat: Fed Cuts With Inflation Still Alive
The Paradox of 2025: Cutting Rates Into Sticky Inflation
Sep 12
•
Alfie Kerswell
9
Primer: The Ladder of Derivatives, From Simplicity to Sophistication
From Vanilla to Exotic: The Derivatives Ladder
Sep 5
•
Alfie Kerswell
9
Betting Against The CAD: House Keeping & Portfolio Structure
The Case for a Stronger USD/CAD
Sep 4
•
Emmanuel Jephthah
9
2
5s30s Steepener: Payrolls, Wages, and the Jobs Market
Jobs Day Playbook: Mapping NFP, Wages, and Unemployment
Sep 3
•
Alfie Kerswell
5
August 2025
Post Jackson Hole Clarity
JP the "Economist"
Aug 31
•
Emmanuel Jephthah
6
The Case for an Inevitable Market Downturn
Building Toward a U.S. Market Collapse
Aug 30
•
Alfie Kerswell
11
7
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
