Market Macro Hub

Home
Notes
Twitter
Archive
Leaderboard
About
TLT Trade Idea
PCE Heats Up, Long TLT Trade in Play: Macro Snapshot
 • 
Joe Olashugba
Trading The Yield Curve: Pt 2
Beyond the Basics: Unveiling the Nuances of the Yield Curve
 • 
Joe Olashugba
2
Trading The Yield Curve: Pt 1
Don't Fear the Curve. A Macro Trader's Guide
 • 
Joe Olashugba
 and 
Jingxuan Niu
2
The Global Macro Outlook: Q2 Update
Hey guys, It’s Q2. This report is a deep dive, thanks for your patience. We take a 10,000ft view on global markets, financial conditions and the…
 • 
Joe Olashugba
5

March 2024

Oil Up, Rates Down: Is the EM Carry Gone?
Key Indicators to Watch and Potential Challenges for Emerging Markets As Rate Cuts Persist
 • 
Joe Olashugba
2
The G4 Review (Pt.2)
Eagerly Awaiting The Cut...
 • 
Jingxuan Niu
 and 
Joe Olashugba
The G4 Review (Pt.1)
Turning the Tide?
 • 
Joe Olashugba
The Macro Outlook
Uncovering opportunity, risk and inflation outlooks
 • 
Joe Olashugba
4
Beyond The Rates: A Deeper Look At Macroeconomic Influences On FX
Delving into the Macroeconomic Drivers of Foreign Exchange Rates
 • 
Alfie Kerswell
2
Brent Crude Short Trade Research
Weakening Demand, Ample Supply, and Reduced Geopolitical Risk Create Downward Pressure
 • 
Joe Olashugba
The Interbank Meltdown: Repos
Hey MMH team, It’s March. Keep swinging the bat. 2/12 rounds are done, make a promise to finish strong this year. I thought I’d bring a report out of…
 • 
Joe Olashugba

February 2024

Analysing the USD/JPY & JGBs Sell Off from a Macro POV
Analysing the trade scenario for the BOJ pivot and the role the Dollar will play in the Japanese Yen
 • 
Joe Olashugba
© 2024 Joe Shugs
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture