The hottest Macro Substack posts right now

And their main takeaways

Category

Top Business Topics

News of the Week (February 5 - 9)

Stock Market Nerd • 825 implied HN points • 10 Feb 24

💼 Business Tech Finance Earnings Macro Portfolio

Cloudflare provides web optimization and security, showing strong revenue growth and expanding services beyond traditional security tools like network firewalls
Spotify had a mixed quarter, with growth seen in 2023 but missed revenue estimates for Q4, leading to a focus on evolving its operations
Amazon plans cost cuts in its healthcare unit, while Duolingo faces the risk of potential disruption by emerging GenAI language translation technologies

News of the Week (January 22 - 26)

Stock Market Nerd • 845 implied HN points • 27 Jan 24

💰 Finance Earnings Guidance Balance Sheet Macro

Visa, American Express, and Capital One reported their credit earnings, beating revenue and earnings estimates.
ServiceNow had a strong earnings review, showing growth in demand and margins.
Intuitive Surgical's earnings review highlighted robust procedure growth, showcasing its dominance in robotic surgical systems.

An inverted yield curve but no recession

Ecoinometrics • 235 implied HN points • 02 Feb 24

💰 Finance Macro Bitcoin Digital Assets Recession Market Analysis

The bond market still expects a recession.
Technical recessions aren't what they used to be.
Bitcoin is ahead of previous bear markets.

Bitcoin is experiencing one of its toughest bear market on record

Ecoinometrics • 373 implied HN points • 08 Sep 23

💰 Finance Bitcoin Job Market Inflation Macro

Bitcoin is in a tough bear market, facing its worst times with a low compound annual growth rate.
Job market shows signs of unemployment rise as job openings fall below trend lines.
Crude oil supply is tight, leading to possible inflation spike driven by rising energy prices.

Big Forces, Asset Pricing

Things I Didn't Learn in School • 196 implied HN points • 12 Jan 24

💰 Finance Macro Asset Pricing Wealth Inequality Economic Growth

Big forces can often be hidden and not immediately obvious, impacting decision making.
Technology like AI can be a major productivity booster but may also cause wealth inequality.
Understanding economic growth and spending is crucial for evaluating stock and bond pricing.

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Back to Our Targets

The Transcript • 359 implied HN points • 16 Oct 23

💰 Finance Macro Geopolitical Tensions International

Federal Reserve officials are pleased with recent inflation data and may not raise rates again soon.
The consumer seems strong, especially affluent consumers, but there are concerns about lower FICO consumers.
Geopolitical tensions, like the conflict in Ukraine, could have significant impacts on energy and food markets.

Overly Restrictive

Ironsides Macroeconomics 'It's Never Different This Time' • 176 implied HN points • 18 Mar 23

💰 Finance Macro Banking Policy Risk management Monetary Policy

The banking system is facing challenges due to overly restrictive policies.
There is a risk of significant market value losses for banks due to rate risk and mark-to-market issues.
The Fed needs to consider the implications of an inverted yield curve and provide guidance to mitigate potential risks.