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The Yen Problem Is Bigger Than Japan
Why the yen carry trade, Treasury markets, oil risk, and geopolitics make Japan’s currency a global fault line.
Aug 14
•
MacroXX
14
1
The Bond Market Is Still Sending a Warning
Long Rates Are Still Telling Us Something
Aug 3
•
MacroXX
16
1
The Fed’s September Trap
Why the Market’s Hike Bet Might Be Wrong
Jul 30
•
MacroXX
13
1
Most Popular
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How to identify overvalued stocks?
Jan 28, 2025
•
MacroXX
33
1
FED and global financial stability
Jan 29, 2025
•
MacroXX
32
1
AI boom vs. dot-com bubble
Jan 30, 2025
•
MacroXX
28
1
Central banks and cryptocurrencies
Jan 31, 2025
•
MacroXX
25
1
Gold, War, and Inflation: Inside the Market’s Biggest Macro Trade of 2026
May 19
•
MacroXX
27
2
Mastering Mean Reversion - 1
Aug 18, 2025
•
MacroXX
25
3
Recent posts
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AI, AGI, and the Endgame of Capitalism
The chip selloff isn’t just a correction. It’s the market’s first real confrontation with the limits of the AI age—and a preview of what comes after.
Jul 28
•
MacroXX
13
1
Roosevelt, Gold, Debt, and the New Monetary Rumor
When Money Becomes a Policy Tool. Image credit: "Gold" via Wikimedia Commons
Jul 2
•
MacroXX
18
3
What Would Milton Friedman Think About Today’s Market?
Why money, credibility, and policy lags still matter — but not as much as they once did
Jun 30
•
MacroXX
22
2
Bond Vigilantes Strike Britain
How Investors Are Forcing the UK to Tighten Its Fiscal Belt
Jun 22
•
MacroXX
24
2
Japan’s Monetary Policy Tightens
Japan’s central bank has increased its main interest rate to a new 31-year high
Jun 18
•
MacroXX
14
1
MacroXX Market Update
At MacroXX, we’re tracking the following major points that are shaping the market today:
Jun 15
•
MacroXX
15
2
RDW (Redwire Corporation)
Full Investment Analysis — Fundamentals, Technicals, and a Short-Dated Call Trade on the SpaceX IPO Catalyst
Jun 15
•
MacroXX
15
1
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