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The MacroTourist
The almost daily email about markets from Kevin Muir.
By Kevin Muir
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TRYING TO FIND THE RIGHT LEVEL
Powell confirms the Federal Reserve has entered their "slower for longer" phase
Dec 1
22
22
THE MOST ANTICIPATED (IN A YEAR'S TIME) RECESSION
The 'tourist takes a look at the chart that everyone is talking about
Nov 28
27
22
M'tourist Private Feed Recap
for Tuesday, December 6th, 2022
6 hr ago
2
IN DEFENCE OF MMT
And what this means for markets (hint, it's probably time to sell US assets)
Nov 17
28
38
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
THE MYSTERY PORTFOLIO BLOWUP
67
32
THE UPCOMING VIOLENT ROTATION
71
53
TIME TO BUY SOME ENERGY EQUITIES
70
66
See all popular
New
Community
TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
The 'tourist outlines why this might be a good bet
Nov 9
43
20
CANADA STOPS ISSUING INFLATION-LINKED BONDS
And what the 'tourist thinks that means for the market
Nov 8
35
11
THE "END OF HISTORY" IS OVER
Why the 'tourist is buying Mexico (stocks and pesos)
Nov 4
39
18
CHANGING THE PIVOT TO 'STEP-DOWN'
The 'tourist reviews what the market is focusing on for this afternoon's FOMC meeting
Nov 2
26
15
SEARCHING FOR RE-ENTRY
The 'tourist walks through his October 31st plan
Oct 25
46
42
THE CANADIAN REAL ESTATE CORRECTION
It's finally here! And it's going to be ugly. How the 'tourist is playing it.
Oct 20
44
28
GETTING READY FOR THE LAST FED HIKE
The 'tourist isn't predicting, but researching what to buy when the Fed finally pauses
Oct 13
38
13
JOLTS: FIRST STEP TOWARDS A PAUSE?
The 'tourist examines why today's JOLTS release might be more important than many market participants realize
Oct 5
38
30
See all
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
THE MYSTERY PORTFOLIO BLOWUP
67
32
THE UPCOMING VIOLENT ROTATION
71
53
TIME TO BUY SOME ENERGY EQUITIES
70
66
See all popular
The MacroTourist
The almost daily email about markets from Kevin Muir.
Subscribe
inflation
INFLATION SERIES
Part 1 of 3
INFLATION SERIES
Part 2 of 3
INFLATION SERIES
Part 3 of 3
MMT
MMT
Part 1 of 2
MMT
Part 2 of 2
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