The MacroTourist

The MacroTourist

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M'tourist Private Feed Recap
for Monday, March 16th, 2026
 • Kevin Muir
WATCH YOUR BIDS (s2026 e06)
Steve Rattner is worried about the labour market, so is Claudia Sahm, John Flood from GS with a great idea regarding what to watch for to time the…
 • Kevin Muir
IT'S FINALLY TIME TO LEAN INTO CORPORATE CREDIT
The 'tourist explains why he has grabbed a big stack of pink tickets and shorted corporate credit spreads
 • Kevin Muir
M'tourist Private Feed Recap
for Thursday, March 12th, 2026
 • Kevin Muir
GEOPOLITICS DOESN'T CHANGE PRICES IN THE LONG-RUN?
The 'tourist pushes back on the idea that geo never matters
 • Kevin Muir
REPORTS OF THE DEATH OF THE BUSINESS CYCLE ARE VASTLY EXAGGERATED
The 'tourist explains why we've reached a tipping point where unemployment accelerates to the upside
 • Kevin Muir
WATCH YOUR BIDS (s2025 e05)
Goldman's terrific energy interview, Rosenberg on why front-end can't rally, Renmac's disappointing tax refunds, consumer staples are expensive, some…
 • Kevin Muir
MY BUDDY MARKO BROKE THE MARKET
The 'tourist asks BCA Research's Marko Papic the question "has the market become too efficient when it comes to geopolitical events?"
 • Kevin Muir
CATCHING UP WITH KEV
The 'tourist talks geopolitics, oil and US stocks
 • Kevin Muir
FISCAL STIMULUS IS DISAPPOINTING
The 'tourist examines whether the bulls' much-touted tax refunds are meeting lofty expectations
 • Kevin Muir

February 2026

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