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Macro Investing In A Post-Hormuz World
podcast Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.
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From apnews.com|May 8, 2026Miners in Myanmar have discovered a rare ruby of enormous size, considered to be the second-largest by weight ever found in the conflict-battered Southeast Asian nation, state ...
From tippinsights.com|May 8, 2026|1 commentPresident Donald Trump has warned the European Union that tariffs on EU goods could rise sharply if the bloc fails to finalize a trade agreement with the United States by July 4. ...
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From @realDonaldTrump|May 8, 2026|72 commentsI am pleased to announce that there will be a THREE DAY CEASEFIRE (May 9th, 10th, and 11th) in the War between Russia and Ukraine. The Celebration in Russia is for Victory Day but, likewise, in Ukraine, because they were also a big part and factor of World War II. This Ceasefire will include a suspension of all kinetic activity, and also a prison swap of 1,000 prisoners from each Country. This request was made directly by me, and I very much appreciate its agreement by President Vladimir Putin and President Volodymyr Zelenskyy. Hopefully, it is the beginning of the end of a very long, deadly, and hard fought War. Talks are continuing on ending this Major Conflict, the biggest since World War II, and we are getting closer and closer every day. Thank you for your attention to this matter! President DONALD J. TRUMP
From @MaceNewsMacro|May 8, 2026|1 commentCHI FED'S GOOLSBEE Q&A/BBG: JOBS OFF THE WORRY LIST 'FOR THE MONTH;' INFLATION PROGRESS COULD HELP 'RATES CAN COME DOWN' BUT 'LESS OPTIMISTIC' NOW #Goolsbee #FederalReserve #economy Fed’s Goolsbee: It would be wrong to think rate cuts are the only option ahead of the Fed
From finance.yahoo.com|May 8, 2026A stronger-than-expected April jobs report is expected to keep the Federal Reserve on hold as Kevin Warsh prepares to take over as chair in a week. “The April employment ...
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- May 8, 2026 12:51pm Posted byFundamental Analysis23,418
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