MacroEngine

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MacroEngine

MacroEngine

@TheMacroEngine

Built a quantitative macro model tracking real yields, liquidity & credit in real time. Posting the signals and trades daily.

参加日 Ağustos 2025
180 フォロー中199 フォロワー
固定されたツイート
MacroEngine
MacroEngine@TheMacroEngine·
The new Macro Engine website is live! It scores the macro environment 0-100 across six pillars, updated daily from live data: → Growth & Labor (claims, breadth, copper/gold) → Rates & Monetary Policy (real yields, 5y5y forwards, curve) → Credit & Volatility (HY OAS, VIX term structure, V-ratio) → Inflation (breakevens, real fed funds, CPI) → Fiscal & External (dollar, net liquidity) → Sentiment (VIX contrarian, term structure slope) Every signal comes with context: • What the current reading means historically • What direction it's moving • What it implies for positioning Credit leads equities by 4-8 weeks. Real yields above 1.5% compress multiples. Curve inversion has preceded every recession since 1970. The dashboard shows all of this in one place, no bias. Just systematic macro data and the signals that move markets. macro-engine.com
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The S&P 500 erases all losses and turns green on the day.
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MacroEngine
MacroEngine@TheMacroEngine·
@KobeissiLetter Something is not adding up… how are people bullish with oil at $109 a barrel?
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Heisenberg
Heisenberg@Mr_Derivatives·
$SPY $QQQ nice bounce so far from the open.
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MacroEngine
MacroEngine@TheMacroEngine·
@TheProfInvestor Market is closed tomorrow, does anyone feel like with real rates and oil prices still soaring we could see a very bad day on Monday?
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MacroEngine
MacroEngine@TheMacroEngine·
@AshCrypto Market is closed tomorrow, does anyone feel like with real rates and oil prices still soaring we could see a very bad day on Monday?
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Ash Crypto
Ash Crypto@AshCrypto·
🚨CRASH: $760,000,000,000 has been wiped out from US stock at market open. Too Much Winning.
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MacroEngine
MacroEngine@TheMacroEngine·
@r2d33d Of course, really appreciate the positive feedback. If you have any ideas for things you want to see feel free to message me.
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anonmouse
anonmouse@r2d33d·
@TheMacroEngine Thank you for making this and sharing it publicly. Was working on one myself (but have limited technical skills and I was off to a slow start...) Great stuff!🙏
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MacroEngine
MacroEngine@TheMacroEngine·
The new Macro Engine website is live! It scores the macro environment 0-100 across six pillars, updated daily from live data: → Growth & Labor (claims, breadth, copper/gold) → Rates & Monetary Policy (real yields, 5y5y forwards, curve) → Credit & Volatility (HY OAS, VIX term structure, V-ratio) → Inflation (breakevens, real fed funds, CPI) → Fiscal & External (dollar, net liquidity) → Sentiment (VIX contrarian, term structure slope) Every signal comes with context: • What the current reading means historically • What direction it's moving • What it implies for positioning Credit leads equities by 4-8 weeks. Real yields above 1.5% compress multiples. Curve inversion has preceded every recession since 1970. The dashboard shows all of this in one place, no bias. Just systematic macro data and the signals that move markets. macro-engine.com
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MacroEngine
MacroEngine@TheMacroEngine·
@TedPillows Stock market closed tomorrow… anyone feel like we could see a bad red day on Monday?
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Ted
Ted@TedPillows·
$800,000,000,000 has been wiped out from the US stock market today. Lower.
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NoLimit
NoLimit@NoLimitGains·
🚨 US oil is exploding That can only mean one thing…
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
SO FAR THE MARKET IS NOT LIKING THIS ADDRESS… FUTES SINKING.
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Vandy_trades
Vandy_trades@vandy_trades·
$SPY Trump moving markets. Will be interesting to see where we open tomorrow 👀
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Evan
Evan@StockMKTNewz·
Here are the top 5 best single days in NASDAQ 100 history 🥇+14.17% 🟢 - January 3rd, 2001 🥈+12.16% 🟢 - April 9th, 2025 🥉+11.81% 🟢 - October 13th, 2008 +10.48% 🟢 - December 5th, 2000 +9.53% 🟢 - October 28th, 2008
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MacroEngine
MacroEngine@TheMacroEngine·
@sarcastic_hedgi Agreed, great point a lot of people don’t even think about credit cause it’s not as flashy as the “news”
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Sarcastic Hedgie
Sarcastic Hedgie@sarcastic_hedgi·
lol credit leads until it doesn't and then everyone acts shocked when equities gap down 3% overnight on "no news" HY widening while SPX grinds higher... market pricing two different realities. one where refinancing walls actually matter, one where buybacks print forever. genuinely curious how long this runs before someone notices
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MacroEngine
MacroEngine@TheMacroEngine·
Credit is screaming. Equities aren’t listening. HY spreads just hit the 98th percentile over the past year. IG is widening in lockstep, that’s not a quality bid, that’s systemic repricing. This is the most reliable macro warning there is. macro-engine.com
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Ted
Ted@TedPillows·
The best time to start buying stocks is when Oil drops below $65. We are not there yet.
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NoLimit
NoLimit@NoLimitGains·
Markets down 9%, Jumps 4% on fake news, And suddenly everyone’s calling for new highs again. Sentiment has never flipped this fast. Humans are a very interesting species. It’s about to get real funny.
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No Regrets
No Regrets@NoRegretNoGain·
STOCKS ARE ABOUT TO SURGE IN A FEW DAYS Trillions of dollars have been wiped from the crypto and stock market over the last 4 months. All this wealth is sitting with corporations and insiders. The only way to beat them is to stay ahead. Pensions were wiped out. People on the verge of retirement. It’s sad to see. Hit the grind
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