Macro Is Dead

Macro Is Dead

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Infinite demand at any price

The greatest panic rally of all time

S&P500: From peacenik to warmonger

Nobody likes a binary market

Where is China in all of this?

The headless chicken with ballistic missiles

War: a market clearing event

Markets = -1 * optimism

The market is giving up on the idea of stubborn US inflation

Japan is pure macro pt.2

Bonds & equities need an urgent welfare check

The fall of fiat looks like a silver-backed Yuan

Stop asking "when?". The US has already defaulted!

© 2026 Peter Farac · Privacy ∙ Terms ∙ Collection notice
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