Global_Macro
@Marcomadness2

Chief Investment Officer, Fed Watcher, Author and TV/radio Contributor. Opinions are my own.

 New York
amazon.com/End-Risk-Free-Rat…
Joined April 2020
6,051 Photos and videos
A lost decade in bonds well under way
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Global_Macro retweeted
George Wu
@GeorgeWuAI
Sep 24
Your turn Arnold!
Made with AI
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Asset managers are "dumping" duration but remain significantly net long despite the recent move in rates
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The adoption curve
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Schwab Network
@SchwabNetwork
11h
Ben Emons (@Marcomadness2) expects yields to rise to 6%, telling @NPetallides that it's a "strong economy and the Fed has to keep raising rates." For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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NYSE 🏛
@NYSE
12h
Today on NYSE Live: @ThomasHealyCEO, @Hyliion @jillcress, @babylist Ed Jennings, @Darktrace @Marcomadness2, FedWatch Advisors Tune in 9am ET. nitter.net/i/broadcasts/1oJMvNVpP…

NYSE 🏛

Today on NYSE Live | Operation Lifesaver Rings NYSE Opening Bell Amid See Tracks? Think Train® Week
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2007 Redux (?)
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Barchart
@Barchart
Sep 24
BREAKING 🚨: Commercial Real Estate Office Delinquency Rates have soared to their highest level in history, surpassing even the peak of the Global Financial Crisis 👀
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The political risk premium
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Barchart
@Barchart
Sep 23
60% of S&P 500 stocks are now trading below their 100-day moving average, the worst market breadth since March 🚨
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Commando (1985) Pure 80s awesome. Action. Over the top battles. Most importantly.... The One-Liners. Essential.
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Statewide selloff
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FINTECH.TV
@FINTECHTVglobal
Sep 23
"Bond vigilantes" are back in full force today. @Marcomadness2, CIO & Founder of Fed Watch Advisors, tells @JD_Durkin stronger economic data and hawkish Fed comments "all came together and inspired" higher interest rates.
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FINTECH.TV
@FINTECHTVglobal
Sep 23
Today on Taking Stock | Markets pull back as the 10Y Treasury yield hits 5% and oil prices rise. @Marcomadness2 on market pressure points + @samcallah of @ORANJEBTC discusses Bitcoin's strengthening fundamentals. @jd_durkin has more. nitter.net/i/broadcasts/1XxygwYge…

FINTECH.TV

Today on Taking Stock | 10Y Yield Back at 2007 Levels Weighs on Wall Street
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When the 2007 highs are right in sight:
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The refined premium
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Morning Call
@CNBCMorningCall
Sep 23
FedWatch Advisors Founder and CIO Ben Emons discusses AI, Fed policy, oil and global growth, saying greater market certainty and stronger investment could support equities. $SPX $NDX $QQQ $CL_F $TNX cnbc.com/video/2026/09/23/be…

Ben Emons: It's a global story because AI is everywhere

Ben Emons, Founder and Chief Investment Officer at FedWatch Advisors, discusses AI, Fed policy, oil and global growth, saying market certainty and stronger investment could support equities.

cnbc.com
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The hawkish path rhymes and repeats
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Global_Macro retweeted
Barchart
@Barchart
Sep 23
The cost of hiring an oil tanker on the benchmark trade route has soared above $1.2 million per day for the first time in history 🚨 🚨
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Predator (1987), for me, is a perfect movie. I can go on and on. The cast are absolutely committed. Great action and suspense first time round. And the second time, and the third. This is a benchmark in Sci-fi and action cinema. 📽 I can go on and on.
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When 3 percent is now the norm
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