Archive - Market Macro Hub

Betting Against Bonds: Short TLT

Rising Yields Play On Strong Growth and Inflation (for now)

Aug 15 •

Growth & Liquidity Support Positioning, but Stagflation Lurks

Positioned for Flows, Priced for Risk

Aug 7 •

July 2025

Time to Ride the Long End?: The Fed Review

Fed on Hold: Does Duration Finally Deserve a Bid?

Jul 31 •

Fade the FED Hunt?

Everyone Has It Wrong! {imo}

Jul 27 •

Emmanuel Jephthah

FREE: MMH Macro Dashboard

Get Instant Access to MMH’s Free Macro Dashboard

Jul 18 •

Trade Idea: The UK Curve Flattener

Pushing Back the Pivot: What’s Holding Up UK Rate Cuts?

Jul 18 •

On 'Higher' Grounds...

USD Scenario Analysis

Jul 13 •

Emmanuel Jephthah

Q3 Outlook: Big Themes, Bold Trades, Real Risks

Trade the Theme: Your Q3 Market Compass

Jul 2 •

June 2025

Understanding The Cyclicals: A Primer

The Big III: Housing, Oil and Labour

Jun 30 •

Emmanuel Jephthah

Systematic & Discretionary Models: Advancing In Global Macro

Mastering the Mix: Systematic + Discretionary Models Unlocked

Jun 26 •

Positioning Through Chaos: Oil, War & the U.S. Regime

War Tensions, U.S. Macro: The Positioning Playbook

Jun 24 •

The Price of Optionality

Doubts, Dollar & Dots...

Jun 22 •

Emmanuel Jephthah

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts