Nexonomy Labs
Sign up
US 10Y Yield5.24-0.08%Gold4,210.4+0.47%BTC83,532.37+2.17%DXY102.349-0.23%KOSPI6,035.35-5.46%US 2Y Yield4.82+3.72%S&P 5007,807.24-0.06%
BondsCommoditiesCryptoFXKorea StocksMacroUS Stocks

Macro

Central banks, inflation, growth and the big-picture forces moving all assets.

US 2Y Yield4.82+3.72%

News

View all →
Macro11h ago

Trump defends Russia diesel deal as lawmakers from both parties complain - Reuters

Trump defends Russia diesel deal as lawmakers from both parties complain  Reuters

Reuters
0
Macro11h ago

US hopes diesel deal can 'soften' Moscow on peace talks, sources say - Reuters

US hopes diesel deal can 'soften' Moscow on peace talks, sources say  Reuters

Reuters
0
Macro13h ago

Here's a calculator to explain why Cramer always stays invested. Plug in your own numbers, too

Small, consistent gains over time, compounded through regular contributions, can supercharge your wealth

CNBC
0
Macro14h ago

Bear to bull: A double upgrade of Salesforce illustrates the folly of the 'SaaSpocalypse'

Jim Cramer said bets against Salesforce were always wrong.

CNBC
0
Macro14h ago

Saudi capital's airport to remain shut this week as airlines cancel services - Reuters

Saudi capital's airport to remain shut this week as airlines cancel services  Reuters

Reuters
0
Macro15h ago

Microsoft, Micron and Meta make news. Here's what the updates mean for our stakes

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC
0

Analysis

View all →
▲BullishMacro2mo ago

The front end is telling you the cut is coming

The 2s10s has been steepening for three months while the 2-year grinds lower. That divergence usually resolves with the front end leading. My read: the market is pricing an easing cycle that the dot plot hasn't fully acknowledged yet. I'm watching two things: (1) the trajectory of core services ex-housing, and (2) the tone of regional Fed speakers. If both soften into the next meeting, the risk is a faster repricing than consensus expects. This is a framework, not a signal — size positions to survive being early.

MC@macro_maya
472