MacroXX | Substack

Recent posts

Daily Newsletter 1/30/26

Our market outlook remains broadly unchanged today.

Jan 30 • MacroXX

Daily Newsletter 1/28/26

Safe-haven demand strengthened as the dollar index slid to a four-year low.

Jan 28 • MacroXX

Daily Newsletter 1/22/26

Major indexes rose modestly following President Trump’s speech yesterday, aligning with expectations.

Jan 22 • MacroXX

Daily Newsletter 1/21/26

US financial markets rebounded today following sharp declines the prior day sparked by President Trump’s tariff threats related to Greenland.

Jan 21 • MacroXX

Daily Newsletter 1/20/26

US stock indexes are currently trading lower, in line with expectations amid an exceptionally active geopolitical backdrop.

Jan 20 • MacroXX

Daily Newsletter 1/14/26

Jan 14 • MacroXX

Daily Newsletter 1/5/26

Recent geopolitical and political developments have validated our market assessments, particularly in the defense and financial sectors, where our…

Jan 5 • MacroXX

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