About The Macro Compass

Financial education, macro insights & actionable investment ideas.

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Why Doesn't The Economy Break?!

2024-05-16 20:46:05

After all, rates are high and the curve is inverted!

Yield Curve 101

2024-05-11 00:08:17

A Primer on How the Yield Curve Works

Tectonic Macro Shifts

2024-05-05 19:25:22

Big Challenges to The Reflation Narrative

A Trillion (Dollar) Reasons

2024-04-25 15:31:38

Yellen is the Policymaker to Watch Now

Do You Own These in Your Portfolio?

2024-03-24 17:04:36

Three Exposures To Own

Beware Animal Spirits

2024-03-10 22:49:33

Big Macro Events Loom Large

IT'S BACK!

2024-03-02 16:31:34

Sharing an important news

The Truth About Money

2024-02-25 17:17:59

Money doesn't work like they told you it does.

Bubbles & AntiBubbles

2024-02-11 18:30:42

Narratives can dominate macro longer than you can remain solvent

Pay Attention To Monetary Plumbing

2024-01-27 17:42:37

Why does everybody care about the QRA next week?

The Liquidity Conundrum

2024-01-15 14:19:40

Monetary Plumbing Key To Macro in 2024

Unpacking Bond Markets

2024-01-09 21:21:13

Plenty is happening under the hood

The 2024 Macro Playbook

2024-01-02 16:31:45

How To Approach This Key Macro Year Ahead

Japan: Here is What You Should Know

2023-12-08 17:37:41

The Japanese Yen is Catching Headlines: Let's Separate Signal From Noise

The Whales Are Coming

2023-12-04 00:36:57

2024 Could See The Comeback of Bond Market Whales

Inflation: What Next?

2023-11-20 13:35:46

A New Paradigm or Back to 2%?

Something Will Break

2023-10-15 22:11:37

The Real Questions Are: What, When and Where?

A Rare & Dangerous Trend in Bond Markets

2023-09-24 15:37:03

Prolonged Periods of Bear Steepening Threaten Financial Stability

The Key Macro Charts To Watch

2023-09-17 17:10:26

Europe, Japan, the US at Crossroads: Calm Before The Macro Storm?

Bonds On The Move

2023-09-08 17:19:24

The latest bond market action explained