specuhater
@jbMacro
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Laissez les bons temps rouler. Views and opinions are my own. May own it if I talk about it. Macro tourist.
New York, USA
Joined January 2016
Check if #natgas prices are up.
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"Live in Long Island"
I live in Long Island and I am moving out of New York City if Zohran is elected.
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Such an interesting change in perspective. 🙃
NO ONE IS COMING TO HELP YOU — YOU’RE ON YOUR OWN, ACT ACCORDINGLY
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guess what
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
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abandon your boy
Tried to put in a couple new fence posts... And this happened What should I do?
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Pablo Torre ever since Bill Simmons called him a fake reporter
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You could replace trumps name with Lula or Maduro and you wouldn’t know the difference in some of these headlines today… wild times
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Core PCE inflation is beginning to look no better, and by some measures worse, than where it was when the Fed started to cut last year Core PCE was 2.6% using a 3-month annualized rate in June (the year-ago figure was 2.3%) It was 3.2% using a 6-month annualized rate (the
June core PCE was +0.26%, and the 12-month change was 2.8% ⬆️Revisions: May core PCE was revised to +0.21% from +0.18% (1-month change) and 2.8% from 2.7% (12-month change) April core PCE was revised to 0.18% from 0.12% (1-month change) and 2.6% from 2.5% (12-month change)
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Can you guess what fuel source was generating the most electricity in the U.S. at this time?
Preliminary data shows that #electricity demand in the continental United States reached a record high in the 7pm ET hour on July 28, 2025. The previous record was set... one hour earlier. Hourly demand data are here:
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Got skunked on another interview process. Breaking into the buy side from sell side has been frustrating but got to keep pushing. If you or anyone you know is looking to fill a role in a global macro/asset allocation seat shoot me a DM.
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Are there any Bloomberg chats that aren’t just nonsense and politics? I’m currently in macro Econ, bi energy exchange, and bi global rates FX (prob the best out of 3). Any suggestions greatly appreciated..
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Following observations today: - best relative performance for RTY > ES YTD - oil basing and been trading in tightest range that I can remember for ~10 days now - gas names … gassing out - DXY makes 52 week low - homebuilders back from the dead - large reversal in bonds today
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Lmao
NEW: Republican Senator Ted Cruz is completely stumped after Tucker Carlson asks him what the population of Iran is. Tucker: How many people live in Iran? Cruz: I don't know the population. Tucker: You don't know the population of the country you seek to topple? Cruz: How
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When you’ve lost the UBI guy… yeesh…
The Big Beautiful Bill should be called the BBB Act because that’s what the US Credit Rating will be in a few years.
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Lots of talk of shipping activity, port activity & Chinese tariffs on our feeds rn Tldr - I wouldn't extrapolate ANY of the data you see 1) In late Jan/early Feb we ordered a TON of construction materials to front run the tariffs. Any biz reliant on imports likely did the same.
To add to this, when China tensions began to escalate in early April, we ordered a subsequent TON more materials & supplies. Not to save money, just to make sure we had it and weren't chasing for sourcing. Still think the path is resolution but I have storage for this stuff.
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if your boss calls you a rockstar just know you’re getting underpaid
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