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Macro writers

Independent finance writers publishing research, live trade ideas and portfolios. Follow free, subscribe for the full thesis.

Publications · Macro

by Elena Vasquez

Rates, the dollar, and where the cycle turns next.

MacroRatesFX

18.4K

by Tom Whitfield

Oil, gas and the commodity cycle — supply, storage and spreads.

CommoditiesEnergyMacro

7.3K

Backwardation just steepened. Storage economics say this move has legs.

Why DXY positioning into the next FOMC matters more than the dot plot itself.