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MacroGuru
37.5K posts
MacroGuru
@macroguru9
The New Age Chanos. Short everything. CIO at Family Office. Wharton. MS. DB. Citi.
Katılım Temmuz 2010
2K Takip Edilen7.2K Takipçiler
MacroGuru retweetledi
@Polymarket It’s been open for 2 hours and rallied as well. Most useless update.
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RISK ON.
MacroGuru@macroguru9
South Korea’s Early Exports Show Resilience Despite Iran Turmoil Exports adjusted for working-day differences climbed 40.4% from a year earlier in the first 20 days of March, customs office data released Monday showed. On an unadjusted basis, shipments rose 50.4%, while imports gained 19.7%, resulting in a trade surplus of $12.1 billion. bloomberg.com/news/articles/…
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South Korea’s Early Exports Show Resilience Despite Iran Turmoil
Exports adjusted for working-day differences climbed 40.4% from a year earlier in the first 20 days of March, customs office data released Monday showed.
On an unadjusted basis, shipments rose 50.4%, while imports gained 19.7%, resulting in a trade surplus of $12.1 billion.
bloomberg.com/news/articles/…
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@TicTocTick old news Isreal complained to the un about war crimes yesterday, not by them but against them 😂
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Backend of the JGB curve is getting taken to the woodshed today. Pressure on Japanese policymakers to curb yields will only add to pressure on the yen
David Scutt@Scutty
USD/JPY Forecast: Yen shrugs off jawboning as pressure builds on BOJ forex.com/en-us/news-and…
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Worst month on record since the 80's, probably some value to buy some.
MacroGuru@macroguru9
LONG XAU ~ 4350
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Complete garbage AI written slop. Futures close at 5 SPY closes even earlier. @KobeissiLetter should be embarrased.
The Kobeissi Letter@KobeissiLetter
What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.
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Short selling ban wen?
First Squawk@FirstSquawk
South Korea halts programme trading for 5 minutes after 5% slide in KOSPI 200 futures
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