Data & Charts = Bread & Butter Building The Macro Puzzle Data Point by Data Point Just following my curiosity! Formely Macrohive,The Macro Compass,StoneX
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[REPO - STIR Interactive]
Ever Wondered If Everything is Okey in the repo Market?
Me and @Analystlearner have done a deep dive in the and came up with a @streamlit application to monitor repo on an ongoing basis
Latter will published a thread and link
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MacroDispatch retweeted
> pick random Fed-related chart
> misrepresent what the Fed is doing
> "you don't own enough hard assets"
> acquire elon bucks
> repeat
The Fed is printing money to buy US Treasury bills... more than during Covid.
- Covid: ~$320B
- Last 9 months: ~$355B
Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills.
At the same time, Bessent is issuing more UST bills to buy back US long-term debt.
In other words, the Treasury buyback is nothing else than QE in disguise.
We don't own enough hard assets for what's coming.
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MacroDispatch retweeted
Oil = curve + EIA + OPEC beta
Nat gas = weather + storage + LNG beta
Power = spark + congestion + heat rate beta
Hard HF truth, most people are just beta. Rates RV = steepener + carry beta, credit = short vol / new issue beta, equities = QQQ>SPY+ IPO beta Commodities = F0/F3 + congestion beta. Vol = disp + SPX vol skew + term structure beta. Thank you for your attention to this matter!
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MacroDispatch retweeted
Hard HF truth, most people are just beta. Rates RV = steepener + carry beta, credit = short vol / new issue beta, equities = QQQ>SPY+ IPO beta Commodities = F0/F3 + congestion beta. Vol = disp + SPX vol skew + term structure beta. Thank you for your attention to this matter!
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Continuing the Series, TODAY the OPENBB Series continues with the EIA REPORT.
@openbb_finance @didier_lopes @josedonato__
The right one this time
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I think it's a great combo for how you can build this kind of scalable, curated context machine by merging some data engineering, design and curation.
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MacroDispatch retweeted
Corporate profits reached 12.1% of GDP in Q2.
The highest level ever.
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MacroDispatch retweeted
on the hosted workspace
just an experiment so people can keep using it. same workspace, running fully client side, no account, no server of mine in the middle. similar to cryexc
your data stays in the browser, your api keys and connections never leave your machine. i'm hosting static files, nothing else
all of it will be open source anyway: openbb.josedonato.com
Didier's full write up on the decision and what gets open sourced: openbb.co/blog/openbb-belong…
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