The MacroTourist
Subscribe
Sign in
Home
Chat
Private Feed & Charts
Tourist Trap
Watch Your Bids
Archive
About
Latest
Top
Discussions
M’tourist Private Recap
for Thursday, October 1st, 2026
Oct 2
•
Kevin Muir
13
September 2026
FARTHER THAN YOU CAN IMAGINE, QUICKER THAN YOU FORECASTED
The ‘tourist is getting ready to buy rates, but not yet...
Sep 30
•
Kevin Muir
44
20
1
THE MACROTOURIST IS ON THE ROAD IN EUROPE
Posts have been paused. Subscriptions will automatically be extended.
Sep 9
•
Kevin Muir
11
1
DATA CENTERS VS. EVERYTHING ELSE
The ‘tourist digs into the recent viral private construction chart
Sep 9
•
Kevin Muir
40
3
THE VIX’S EVIL TWIN
The ‘tourist grabs Vincent Deluard’s “shadow VIX” and runs with it
Sep 8
•
Kevin Muir
43
9
1
WATCH YOUR BIDS (s2026 e24)
Diane Swonk with an inflation warning, Liz Ann Sonders worries about earnings concentration, Alty says buy quality, Bessent’s foolish reply to Druck and…
Sep 6
•
Kevin Muir
26
7
ELECTION VOL: THE CHIP SHOT NOBODY’S TAKING
The ‘tourist is loading up on index puts
Sep 4
•
Kevin Muir
51
25
3
August 2026
WATCH YOUR BIDS (s2026 e23)
PGIM’s Daleep Singh making tons of sense, Mark Cabana with some colour on long-end, Goldman and Liz Ann Sonders talk equities, sell-side guys can’t say…
Aug 30
•
Kevin Muir
20
1
CANADA: AMERICA’S BEST CUSTOMER
The ‘tourist weighs in on the US/Canada trade war
Aug 26
•
Kevin Muir
43
6
2
BESSENT’S BUYBACKS WON’T FIX WHAT FISCAL POLICY BROKE
The ‘tourist digs into the recent bond market debate
Aug 24
•
Kevin Muir
43
11
3
WATCH YOUR BIDS (s2026 e22)
Alex Altmann is back, Praneet Shah from Goldman's FX desk with some terrific colour about the Yen intervention, and then both sides of the AI bubble …
Aug 16
•
Kevin Muir
28
3
WATCH YOUR BIDS (s2026 e21)
Bryan Whalen from TCW with what is the most overlooked market worry, Gundlach agrees too, Lazard's geopolitical take, the largest loss in hedge fund…
Aug 10
•
Kevin Muir
25
6
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
