Welcome to the Macro outpost! “Macro” stands for macroeconomics and involves looking at the bigger picture of the economy. We will be looking at labor shortages, international conflicts, supply chain issues, and central banking policies. Notably, macroeconomic factors affect all asset classes.
18 Jan 2023
2 min read
January PPI Report
The Producer Price Index (PPI) was just released. Expectation is that it comes in softer.
18 Jan 2023
2 min read
Bank Of Japan Update
Anticipation had been high leading up to the Bank of Japan's (BOJ) policy meeting on Wednesday, as market participants and analysts had been speculating about a possible change in the BOJ's monetary policy stance
17 Jan 2023
2 min read
The Japanese Bond Market
Market forces have pushed Japanese government bond yields above policy targets. The moves are the biggest test in seven years of yield control in Japan
13 Jan 2023
1 min read
US treasury to reach debt limit
U.S. Treasury Secretary Janet Yellen said on Friday that the United States will likely hit the $31.4 trillion statutory debt limit on January 19th.
12 Jan 2023
2 min read
Consumer Price Index (CPI) - January, 2023
On the 13th of January, they released the latest CPI data - adding some fuel to the volatile market.
10 Jan 2023
2 min read
Jerome Powell Speaks at Riksbank Event
Daddy Jerome Powell is back speaking at his first event of 2023. Let us see what he has to say about the future of the economy
China Reopens Borders and Boosts Global Economy Outlook
This week there is a new variable in markets, china is reopening its doors post Covid-19. Implications for Federal Reserve Interest Rate Decision and Crypto Market Reversion
06 Jan 2023
2 min read
Unemployment and NFP Release
The unemployment rate and non-farm payroll for 2023 were released and showed a strong economy with lower unemployment and a potential for the Federal Reserve to raise rates
04 Jan 2023
December FOMC Minutes
The Federal Open Market Committee (FOMC) Meeting Minutes are a detailed record of the committee's policy-setting meeting held on December 13th and 14th
03 Jan 2023
Unemployment Rate and Non Farmers Payroll
Unemployment is when people don't have jobs. They don't go to work and get paid because they don't have a job. Some people are unemployed because they got laid off, so their employer no longer needs them to work.
29 Dec 2022
Wrapped Macro Crypto 2022
We take a look at the crypto markets and review the macro outlook of 2022
22 Dec 2022
The real measure of Consumer inflation: The PCE Index
Everybody and their mother has become inflation experts yet; everyone has decided that the Consumer Price Index (CPI) is the best metric for inflation. WRONG. The better metric for consumer inflation is the Personal Consumption Expenditure (PCE), and it's also the inflation metric that daddy Jerome Powel looks at.
