MacroXX | Substack

Recent posts

PORTFOLIO UPDATE

The primary catalyst for this update is the Federal Reserve’s rate decision scheduled for Wednesday.

Dec 8 • MacroXX

Week 49 (December 1 - December 7, 2025)

Last week’s markets were notably influenced by the Federal Reserve officially ending its quantitative tightening program on December 1.

Dec 8 • MacroXX

Daily Newsletter 12/08/25

Market consensus anticipates a 25 basis point Fed rate cut this week with a hawkish tone, a view we have steadfastly maintained even as broader…

Dec 8 • MacroXX

Daily Newsletter 12/05/25

S&P 500, Nasdaq, and Dow futures are slightly higher this morning, while only the Russell 2000 is down, keeping major indices near record levels ahead…

Dec 5 • MacroXX

Daily Newsletter 12/04/25

US stock index futures are showing little change this morning, maintaining a mostly steady stance.

Dec 4 • MacroXX

Daily Newsletter 12/03/25

Gold holds near record levels as a safe-haven asset and dollar hedge, following a brief pullback.

Dec 3 • MacroXX

Daily Newsletter 12/02/25

This morning, U.S.

Dec 2 • MacroXX

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