MACRO413 @MACRO413_

Real-time economic data, market news and analysis Spain Joined August 2020

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Ferran Torres @FerranTorres20

a day ago

Este gol es el de todo un país 🇪🇸

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MACRO413 @MACRO413_

2 weeks ago

@jfsrev Hi Jeff, have you shared your settings on the RS rating indicator? I have not seen them in your substack. Thanks a lot for your learnings!

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MACRO413 @MACRO413_

2 weeks ago

I find these interesting. $SNDX $RIGL $BBNX $ABCL Found them with @jfsrev scans

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If had to be long on smth now (I am not), would look into banks ($KBE ) and reg. banks ($KRE ). They're showing notable RS and sharpe ratios under current macro (>1 Sharpe) and curve regimes (>3 Sharpe!!). Option median impllied price is above spot for both as well

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MACRO413 @MACRO413_

4 weeks ago

Market is sending warnings: - Liquidity turning neutral - Macro score turning negative

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MACRO413 @MACRO413_

2 months ago

@dbaeza13 @Macrobysunil Gracias por la respuesta y por el contenido. He terminado de escuchar hoy el último podcast con @LuisMiguelValue y creo que ha sido el mejor de toda la serie

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MACRO413 @MACRO413_

2 months ago

@Globalflows The main point is that you’d preferably invest in tickers with positive fundamental attribution? I thought that if sector and market support a rally, but fundamentals don’t yet, you could also “buy the dip” and wait for the fundamentals to reprice, catching an early laggard

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MACRO413 @MACRO413_

2 months ago

@borjaneira_ Piero Cipollone also spoke about tokenization and stablecoins earlier this week. Sharing always the perspective “it needs to be backed up…” …

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Ryan @Section31ops

3 months ago

The cleanest market tell right now: Stocks bought the ceasefire. Bonds did not. On April 8, oil had its biggest daily drop since 2020 and the Dow jumped 1,300 points. By April 12, the follow-up U.S.-Iran talks ended with no deal. That is the whole setup. Equities are trading relief. Rates are trading scar tissue. $SPX $QQQ $GLD $USO

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MACRO413 @MACRO413_

5 months ago

@ZeeContrarian1 Which structure more margin friendly could you recommend? I tried to follow your spreads but IBKR isn’t allowing to use more than one uncovered contract sold

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MACRO413 @MACRO413_

5 months ago

Double beat!

FinancialJuice @financialjuice

5 months ago

Nvidia Q4 2026 Earnings Adjusted EPS $1.62 Revenue $68.1B, est. $65.91B

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MACRO413 @MACRO413_

5 months ago

JP Inflation data was released, 1.5% (prev. 2.1%). Inflation cooling off leads to a more comfortable BOJ in keeping a dovish stance, with current interest rates at 0.75%. Below you can see the market reaction at the time of release and during London open tradingview.com/x/051GQBkw/

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MACRO413 @MACRO413_

5 months ago

SOFR way above FEDFUNDS and IORB. Tricky tradingview.com/x/DyfDaRNM/

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MACRO413 @MACRO413_

5 months ago

Nothing new revealed in the FOMC minutes, committee keeps its focus in new economic data and reinforces their target of inflation at 2%. USD has strengthened since minutes released, and both equities and gold have retraced from session highs. federalreserve.gov/monetarypolicy…

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MACRO413 @MACRO413_

5 months ago

SOFR has been printed above Fed Funds rate too frequently recently. This signals liquidity scarce, which is one of the reasons we have seen the market swinging so much recently (yet without a clear direction) tradingview.com/x/bi7YxpBb/

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MACRO413 @MACRO413_

5 months ago

@Section31ops @gnoble79 What meme coin is that? 😂

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MACRO413 @MACRO413_

6 months ago

Inflation Swaps are trading like always, no debasement trade reflected

Andreas Steno Larsen @AndreasSteno

6 months ago

I think this is a pretty decent take

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MACRO413 @MACRO413_

6 months ago

🌍 GLOBAL LIQUIDITY SNAPSHOT Net Liquidity: $5661.7T Fed Balance: $6587.6T TGA: -$923.0T RRP: -$2.9T $SPX: 6969.01 Real Rates vs Gold: TIPS 10Y: 1.90% Gold: $5247.30 M2 Weekly Change: 📈 +0.06% Timestamp: 2026-01-29 22:06 ET Source: FRED / yFinance