The Macro Guy

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The Macro Guy

The Macro Guy

@SagarSinghSetia

Global Macro, Energy, Stocks and Geopolitics

Katılım Nisan 2022
101 Takip Edilen7.7K Takipçiler
The Macro Guy
The Macro Guy@SagarSinghSetia·
@BlacklionCTA That’s an insane chart and still real yields are negative (CPI will cross 4% soon)
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The Macro Guy
The Macro Guy@SagarSinghSetia·
The Japanese are doing it everyday now, dunno WTF are they planning with Bessent
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The Macro Guy
The Macro Guy@SagarSinghSetia·
It's an insane move in USDJPY, even bigger than July 2024 (1 Day). Somebody got rekt
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The Macro Guy retweetledi
Open Source Intel
Open Source Intel@Osint613·
Netanyahu abruptly left court testimony today after receiving a note. Minutes later, judges ended the session 2 hours early. No official explanation was given. Interesting.
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Javier Blas
Javier Blas@JavierBlas·
You know Asia is truly short of crude oil when Japanese television covers the arrival of a single oil tanker from America as a major news story
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The Macro Guy
The Macro Guy@SagarSinghSetia·
TRUMP ON IRAN: HAVE ORDERED UNITED STATES NAVY TO SHOOT AND KILL ANY BOAT THAT IS PUTTING MINES IN WATERS OF STRAIT OF HORMUZ Note that this comes after Secretary of Navy resigned (or was fired) overnight! Maybe he resisted this? Who knows?
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The Macro Guy
The Macro Guy@SagarSinghSetia·
@rupechat You should read the book and then decide. Marvellous
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The Macro Guy
The Macro Guy@SagarSinghSetia·
And market doesn’t care, for how long??
Daniel Foubert 🇵🇱🇫🇷@d_foubert

BREAKING: Iran says the strait is closed. BREAKING: Trump says the strait is open. BREAKING: Hegseth says the strait is open. BREAKING: Bloomberg says 3 ships crossed. BREAKING: Iran says those 3 ships are Iranian. BREAKING: Maersk says it needs clarity. BREAKING: The strait is a philosophical concept at this point. BREAKING: A fourth ship attempts to cross. BREAKING: The fourth ship turns around. BREAKING: The fourth ship's captain says he "needed to think." BREAKING: Insurance for the fourth ship is now $47M. BREAKING: The fourth ship is still thinking. BREAKING: Trump posts on Truth Social that Hormuz is "TOTALLY OPEN, BEAUTIFUL, LIKE YOU'VE NEVER SEEN." BREAKING: 800 ships remain trapped in the Gulf. BREAKING: Trump posts again that this is Biden's fault. BREAKING: Iran announces tolls of $2M per ship. BREAKING: Iran announces tolls must be paid in crypto. BREAKING: Iran has not specified which crypto. BREAKING: Someone on CT says it's XRP. BREAKING: XRP is up 34%. BREAKING: It is not XRP. BREAKING: Russia and China veto the UN resolution on Hormuz. BREAKING: Russia proposes an alternative resolution. BREAKING: The alternative resolution does not mention Hormuz. BREAKING: Nobody is surprised. BREAKING: Israel bombs Lebanon. BREAKING: Iran says this violates the ceasefire. BREAKING: Trump says the ceasefire does not cover Lebanon. BREAKING: Netanyahu says the ceasefire does not cover anything Netanyahu is currently doing. BREAKING: Ceasefire is now 11 hours old. BREAKING: Iran closes Hormuz again. BREAKING: Hegseth says the strait is open. BREAKING: Trump floats joint US-Iran toll venture to manage the strait. BREAKING: The White House clarifies Trump was "just thinking out loud." BREAKING: Iran says it will consider the proposal. BREAKING: Trump says Iran's 10-point peace plan is "not good enough." BREAKING: Trump says it is "a workable basis." BREAKING: Both statements were made within the same hour. BREAKING: 20,000 seafarers are still trapped on ships inside the Gulf. BREAKING: The IMO says the priority is evacuation. BREAKING: Iran says passage requires "coordination with armed forces." BREAKING: Nobody has coordinated with the armed forces. BREAKING: Hegseth says the strait is open. BREAKING: The strait remains closed. BREAKING: This is day 41. BREAKING: We will keep you updated.

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Javier Blas
Javier Blas@JavierBlas·
VIDEO COLUMN (2): The Hormuz question. What's happening in the world's most important oil and LNG chokepoint? Let me explain the situation in the strait, and how its shipping lines (and status) are changing, perhaps for ever. @Opinion #Hormuz #IranWar
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Rory Johnston
Rory Johnston@Rory_Johnston·
There it is—Dated Brent (i.e., spot) crude hits $144.46/bbl, a new all-time high.
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The Macro Guy
The Macro Guy@SagarSinghSetia·
LMAO Maybe it’s on purpose to make millions of dollars in insider trading 🤡
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The Macro Guy
The Macro Guy@SagarSinghSetia·
We used to had fake news once a week (generally on Mondays) since the last two weeks. Then the frequency rose to twice/thrice a week. Now its twice a day and we are reaching a point where markets won’t react. Extremely dangerous.
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Paulo Macro
Paulo Macro@PauloMacro·
If you thought the market was stupid already, you really haven't seen anything yet. The 15-point 30-day ceasefire was out hours ago in hebrew - mako.co.il/news-diplomati… -- normally these get simultaneously translated, but this time it took 2hrs for some reason. I guess the translator got the time difference wrong and was told "drop that at 3:40pm ahead of the market close" and instead it dropped 4:40pm. And you ain't seen nothing yet...
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The Macro Guy
The Macro Guy@SagarSinghSetia·
@Soulofsuccess22 See the reaction on oil, its recovering too fast now. The effectiveness is ending
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The Macro Guy
The Macro Guy@SagarSinghSetia·
IRAN'S FARS: THERE'S NO DIRECT, INDIRECT CONTACT WITH TRUMP
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The Macro Guy
The Macro Guy@SagarSinghSetia·
Freak trade on the 10Y UST? 4.42%?
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