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The MacroTourist
The almost daily email about markets from Kevin Muir.
By Kevin Muir · Thousands of paid subscribers
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Let me read it first
ABANDONING FORWARD GUIDANCE?
The 'tourist discusses the possibility the Fed follows the ECB
Jul 27
43
24
THE ROB-HANNA-RISE
The 'tourist highlights a short-term trading phenomenon
Jul 26
30
2
SLOWER FOR LONGER
The 'tourist examines why the Fed will take longer to raise rates, but ultimately end up higher than the market expects
Aug 3
34
35
BROKEN WING AWARD FOR THE FED?
The 'tourist fades the idea that the FOMC board members are complete idiots
Jul 22
57
43
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
RIDING INFLATION FROM THE LONG SIDE
The 'tourist explains why this is like the post-1982 period in reverse
Jul 20
34
23
INFLATION: WHAT'S BUILT IN?
The 'tourist explores the market's expectations for future inflation
Jul 18
39
21
INFLATION AND THE STOCK MARKET
And why the 'tourist thinks we are close to peak Fed hawkishness
Jul 13
42
14
NO MORE PINK TICKETS
Why the 'tourist is changing his investing stance
Jul 7
54
32
BUFFETT MEETS HUBBERT
The 'tourist returns to his familiar position of long energy
Jun 29
32
43
FINANCIAL ASSET DECLINE WORSE THAN THE GFC
Why the 'tourist thinks we are getting closer to a "Fed slowing of tightening"
Jun 27
35
24
CONSUMER SENTIMENT AND OTHER INDICATORS
What the 'tourist is watching for clues about where stocks could be heading
Jun 16
43
20
SHORTING JGBS
Why the 'tourist is short JGBs and looking to add
Jun 15
42
28
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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