Joe Olashugba

Last week's Treasury auctions were solid despite the large issuance. Ended up writing a primer on auctions below. Worth a read. open.substack.com/pub/marketmacr…

A much needed primer on Currencies. Enjoy open.substack.com/pub/marketmacr…

Safe to say we can push rate cut expectations back to Nov/Dec.

Liquidity, The Taper and The Carry open.substack.com/pub/marketmacr…

Yen intervention or not, this isn’t strong enough to pin the Yen below current levels mid 155. Focus needs to be on JGB yields, which will most likely be the first priority market to intervene on as yields on the 10y approach the 1% upper bound.

Been putting some work on the substack- quality read for beginners & experienced macro traders/investors. Fed funds futures are a prime tool for understanding how the market is positioning for future policy meetings. Link in bio👌🏾

@MadsTheTrader @trader__duff @finkmoney_ @sharpinvestr @bensparham_ @Tru_Powell @KayodeDamali ⏳countdown 👏🏾

THIS SATURDAY!! Come to London to meet @JoeOlashugba @trader__duff @finkmoney_ @sharpinvestr @bensparham_ @Tru_Powell @KayodeDamali (ALL PROPERTY PANELISTS YOU WILL FIND TAGGED ON CONNECT INSTAGRAM) Ticket link in bio!

@bigspeakz More oversight to reduce the probability of systemic risk in times of market stress. There’s no real risk to markets, it’s adding a fail safe. Basis traders (hedgies & the rest) are the only one that’ll see a difference when dealing in the repo market & trading UST’s.

@JoeOlashugba you see these new rules from us treasury making much difference on trade of bonds? Impact on Fx markets?

It’s out!

Japanese markets are a point of focus globally. I’ve always had a profound interest in their economy since I learnt of their nuanced approach to monetary policy. Writing a report today covering Hajime Takata’s comments, JGBs & the Yen. April/May for the cut? We’ll see

Crazy to see the impact and value being provided. Humbled to be a driver for good. From university to working in capital markets in the city. Fruitful

For the OG MMH readers you would remember the days when I would write all reports Mon-Fri back in '22. Now we've expanded the team and you're getting to see some prominent & highly skilled macro analysts share their views of the global macro landscape. The grow continues

@TreJrdn Anytime 🙏🏾

@JoeOlashugba Many thanks!

Useful macro tip: Use XTB for your FX morning briefs. 2min read, bullet points. Don’t need to overcomplicate things. Just separate the noise from the signal in macro data.

@bensparham_ 👊🏾

@JoeOlashugba Love that 💪

Been studying a lot. Took some time off, but will be sharing some key insights and concepts to learn within macro. I'm back.

@bensparham_ One tweet wouldn't do it justice haha, depths of macro run deep. Just expanding the horizon

@JoeOlashugba What you been studying mate? No doubt it's some highly valuable content 👀

@MadsTheTrader @ARTANLDN @FinkPro_ 🙏🏾appreciate it Mads

@ARTANLDN @FinkPro_ @JoeOlashugba

Who's the best at giving weekly forex fundamentals breakdowns on twitter?

@fxmacroguy Always insightful recommendations from you👌🏾 will add this to the list

What a fun read 👇

@LibertePA Golden Co