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Macro Mike

@middaymacro.bsky.social
246 followers 412 following 150 posts

Mainly focused on markets, policy, and the economy. Macro Strategist

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Reposted by Macro Mike
James Downie @jamescdownie.bsky.social · 2h
"Seven years ago, a political appointee in the first Trump administration approached U.S. immigration authorities with a request that alarmed career staffers: Scrub the immigration records of Rep. Ilhan Omar." Officials "ultimately determined there was insufficient evidence of wrongdoing."
wapo.st
Trump officials scrutinized Omar in 2019. They didn’t find citizenship issues.
The earlier review of Omar’s immigration records looked at many of the same issues being investigated now.
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FinTwitter @fintwitter.bsky.social · 2h
Lutnick’s Comments Deepen Doubts About the Future of U.S.-Mexico Trade Negotiations - WSJ
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Carl Quintanilla @carlquintanilla.bsky.social · 3h
(Reuters) - The order to limit a satellite system used by Ukraine for battlefield communications and drone operations came from inside the White House, according to two US officials and a Western official briefed on the matter. @reuters.com 🇺🇦 www.reuters.com/world/europe...
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Politico @politico.com · 2h
Three children – ages 5, 8 and 11 – and a teacher killed in shooting at Oregon elementary school politi.co/3VDAMNA
politico.com
Three children – ages 5, 8 and 11 – and a teacher killed in shooting at Oregon elementary school politi.co/3VDAMNA
Three children – ages 5, 8 and 11 – and a teacher killed in shooting at Oregon elementary school politi.co/3VDAMNA
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Reuters @reuters.com · 2h
China says Israel should stop its 'forced establishment' of West Bank settlements reut.rs/47SUxDw
reut.rs
China says Israel should stop its 'forced establishment' of West Bank settlements
Chinese Foreign Minister ​Wang Yi told ‌Israeli President Isaac Herzog that ​his country ​should stop and reverse ⁠its "forced establishment" ​of West ​Bank settlements, China's foreign ministry said in ​a statement ​on Friday.
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Jim LaPorta @jimlaporta.bsky.social · 6h
New: In Dec. 2025, two months before the U.S. war with Iran began, Army Chief of Staff Gen. Randy George wrote an assessment that they would be critically short on missile defense munitions until 2030. Defense Secretary Pete Hegseth ousted George in April. www.cbsnews.com/news/randy-g...
cbsnews.com
Ousted general warned of years-long missile defense shortage before Iran war
Army Chief of Staff Gen. Randy George, ousted by Defense Secretary Hegseth, said the shortage of missile defense munitions would extend into 2030.
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World Politics Review @wpr.bsky.social · 5h
China’s economic coercion, Mary Gallagher writes, is shifting from denying access to its vast domestic market to withholding the inputs other economies need for production—and it will only grow more dangerous.
wpr.pub
China’s Weaponization of Rare Earths Was No Accident
Beijing views critical minerals as part of its broader industrial policy to dominate global manufacturing.
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More Perfect Union @moreperfectunion.bsky.social · 6h
BREAKING: Dollar General has been caught listing one price on the shelf, and charging another price at the register. NY Attorney General Letitia James found shoppers in New York being overcharged 14% of the time.
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FinTwitter @fintwitter.bsky.social · 6h
FED’S HAMMACK SAYS SHE IS HEARING MORE FROM LOWER-INCOME AMERICANS STRUGGLING WITH INFLATION, ADDING THAT ANECDOTAL INFORMATION PROVIDES IMPORTANT ECONOMIC GUIDANCE.
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FinTwitter @fintwitter.bsky.social · 6h
BLUE OWL CAPITAL SAYS ITS REVOLVING CREDIT COMMITMENT HAS BEEN INCREASED TO $3.23 BLN, WITH THE POTENTIAL TO RISE TO $3.87 BLN, AND THE MATURITY DATE OF THE FACILITY EXTENDED TO OCTOBER 14, 2031 - SEC FILING
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George Pearkes @peark.es · 7h
$CRWV was down 10% at the lows, closed up 5%. Bonds traded up 4 points off the lows which were just barely into distressed land (1000+ bps over UST). $NBIS was down 12% at the lows, closed up 1%. Feels like a bunch of folks had levels they were waiting for and we hit 'em.
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World Politics Review @wpr.bsky.social · 9h
With over 70 percent of the world’s population now living in autocracies, authoritarian regimes are using their state media to amplify one another’s messages and spread authoritarianism further, Joshua Kurlantzick writes.
wpr.pub
The World’s Autocrats Are Winning the War of Narratives
Amid an accelerating wave of democratic decline, authoritarian regimes are expanding the global reach of their state media outlets.
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Carl Quintanilla @carlquintanilla.bsky.social · 9h
“.. We got two hot inflation prints, and yet rates across the board have been falling. .. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else.” - @weisenthal.bsky.social
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Foreign Policy @foreignpolicy.com · 9h
Corruption is the defining characteristic of the Trump administration. foreignpolicy.com/2026/10/14/t...
foreignpolicy.com
Now We’re Seeing the Extent of American Decay
From Hegseth’s plans to Trump’s theatrics, it’s hard to know what to be most outraged about.
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Brian Stelter @brianstelter.bsky.social · 14/10/2026
"The Pentagon has named one of its own public affairs officials to run the publication Stars & Stripes, and he will keep his Pentagon job while doing it. This places a single official inside both the office that shapes the military's message, and the newsroom charged with covering it independently"
military.com
Pentagon PR Official Takes Over Stars and Stripes Months After Editor, Publisher Kicked Out
Christian Devine, an executive director and principal adviser in the Pentagon's public affairs office, was appointed weeks after terminations.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 11h
September's monthly 1.34% PPI increase was larger than the YoY increase throughout 2015 and 2016 Augur Infinity
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Ed Z @edzarenski.bsky.social · 11h
PPI material inputs as of SEP'26 Nonresidential Bldgs UP 2.08%, Up 8 of 9 months in 2026. YTD'26 vs YTD'25 = 7.02%. Residential UP 1.97%, UP 8/9 months in '26. YTD'26 vs YTD'25 = 6.25% BOTH = largest monthly increase since March of 2022.
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Brian Finucane @bcfinucane.bsky.social · 10h
Could be some complications with doing 'Venezuela' in Iran... www.reuters.com/investigates...
reuters.com
How Iran's precision strikes picked apart Gulf infrastructure
Iran has hit Gulf infrastructure dozens of times in precision strikes, blunting the US war effort. Gulf governments have often hidden the extent of the damage.
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Carl Quintanilla @carlquintanilla.bsky.social · 13h
WAPO: “.. all the major donors to .. Trump’s White House ballroom project, including previously undisclosed contributors who have benefited from regulatory decisions, government contracts and, in one case, a pardon for a family member.” @washingtonpost.com www.washingtonpost.com/investigatio...
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Ally Sammarco @allysammarco.bsky.social · 15/10/2026
If there’s one photo to sum up the Trump era, this is it.
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Carl Quintanilla @carlquintanilla.bsky.social · 15h
Some AI-buildout drawdowns as of this am: $CAT: 32% (June 30) $VRT: 44% (May 14) $GEV: 24% (July 6) @cnbc.com
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FinTwitter @fintwitter.bsky.social · 23h
KOSPI Trading Suspended for 20 Minutes as South Korean Stocks Tumble 8%
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Texas Tribune @texastribune.org · 14/10/2026
Republican Senate nominee Ken Paxton plans to hit over 30 stops across Texas in his 18-day bus tour, concluding with a stop at the Alamo on the eve of Election Day.
texastribune.org
Ken Paxton to close Senate run with “Come And Take It” bus tour
The Republican nominee plans to hit over 30 stops across Texas, concluding with a stop at the Alamo on the eve of Election Day, as he competes in an intensely close Senate race against Democrat James ...
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Kyle Griffin @kylegriffin1.bsky.social · 14/10/2026
Ohio's early in-person voting has drawn nearly four times as many voters as it did at the same point in the 2022 midterms, according to data from the Ohio secretary of state's office.
ms.now
Ohio early in-person voting nearly quadruples from 2022 midterms
Nearly 195,000 Ohioans have voted in person as of Oct. 13, compared with about 50,000 at the same point in 2022. But mail ballot requests are down as Ohio’s closely watched Senate and gubernatorial ra...
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FinTwitter @fintwitter.bsky.social · 15/10/2026
New Zealand Dollar Strengthens 0.61% Against the US Dollar to $0.56275
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PBS News @pbsnews.org · 15/10/2026
A federal judge has once again ordered the White House to restore access for three news organizations President Trump banned last month over their coverage of his administration. to.pbs.org/4B8GGWW
to.pbs.org
Attorney for banned outlets on legal fight over White House press access
A federal judge has once again ordered the White House to restore access for three news organizations President Trump banned last month over their coverage of his administration. The judge ordered ful...
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CNN @cnn.com · 15/10/2026
At the CNN and Jubilee Media town hall Texas Democratic Senate candidate James Talarico said he does not support abolishing ICE. Talarico advocated for a solution to immigration enforcement that rejects "the extremism on this issue in both parties." Follow live updates: cnn.it/4ymtDyQ
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The Associated Press @apnews.com · 15/10/2026
South Korea’s benchmark Kospi index sinks more than 7% as a sell-off of technology shares deepens.
bit.ly
South Korea’s benchmark Kospi index sinks more than 7% as tech sell-off deepens
South Korea’s benchmark Kospi index has dropped by more than 7% as a sell-off of technology shares deepened after U.S. stocks fell on hotter-than-expected inflation data.
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Xinhua: China’s Supreme People’s Procuratorate Arrests Former Chengdu Mayor Wang Fengchao Over Suspected Bribery
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FinTwitter @fintwitter.bsky.social · 15/10/2026
BOJ's Koeda: Stable Wage Growth Suggests That Sustained Inflation Is Taking Hold in Japan More Firmly Than Before.
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FinTwitter @fintwitter.bsky.social · 15/10/2026
BOJ's Koeda: The BOJ Should Adjust Interest Rates in a Timely Manner Based on Economic and Price Developments, While Considering the Estimated Neutral Rate Range.
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The Economist @economist.com · 15/10/2026
Two incidents concerning past elections have primed Democrats to the possibility of meddling. Could there be a similar ruse in November?
bit.ly
America’s election officials are ready for trouble
Donald Trump has failed to change voting rules. Cities and states are preparing for mischief anyway
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Hong Kong Tech Stocks Brace for Sharp Opening Losses as Hang Seng Tech Index Signals a Drop of More Than 2%
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Houthi Media Official Calls on Taiz Residents to Stay Inside Their Homes
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Reuters @reuters.com · 15/10/2026
TSMC expected to report sixth straight quarter of record profit thanks to AI boom reut.rs/4B96UZB
reut.rs
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
TSMC, the world's largest manufacturer ‌of advanced AI chips, will likely report a sixth consecutive quarter of record earnings on Thursday, driven by booming infrastructure spending in the tech sector.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 15/10/2026
Citadel Rubner: Nearly a Year Without an 80% Downside-Volume Day... when will we get a whoosh?
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Australia Full-Time Employment Change: 42.4K (prev -6.3K)
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Australia Employment Change Sep: -39.3K (est 20.0K; prev 39.5K)
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Australia Unemployment Rate: 4.7% (est 4.6%; prev 4.6%)
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Reuters @reuters.com · 15/10/2026
New White House press secretary Katie Zacharia's legal career draws scrutiny reut.rs/4BmSeGu
reut.rs
New White House press secretary Katie Zacharia's legal career draws scrutiny
The new White House ​press secretary, Katie Zacharia, faced questions on Wednesday about her legal career before becoming the top spokeswoman for ‌US President Donald Trump.
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Macro Mike @middaymacro.bsky.social · 15/10/2026
Plenty of new customers left too it feels. Also a whole physical world ready for disruption.
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Jesse Felder @jessefelder.com · 14/10/2026
‘This slowdown has been unusually stubborn. We’ve recorded two straight months of virtually no growth in token spend. The main driver is price declines at the frontier, in addition to efficiency and quality improvements for models across intelligence levels.‘ econlab.substack.com/p/ai-index-o...
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CNBC @cnbc.com · 15/10/2026
SK Hynix plunges 8% amid Asia tech rout as Fed rate hike fears, AI funding worries mount
cnb.cx
SK Hynix plunges 8% amid Asia tech rout as Fed rate hike fears, AI funding worries mount
A sell-off in global technology hardware stocks deepened Thursday.
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FinTwitter @fintwitter.bsky.social · 15/10/2026
US and China Seek to Influence AI Priorities Ahead of Upcoming Xi-Trump Talks in Shenzhen - SCMP
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Patrick Chovanec @prchovanec.bsky.social · 15/10/2026
Vladimir Putin is the only person on earth I have never heard him say anything even slightly critical about.
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FinTwitter @fintwitter.bsky.social · 15/10/2026
Chinese Automakers Shift Production Overseas to Maintain Competitiveness, Moody’s Says
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The Wall Street Journal @wsj.com · 14/10/2026
The federal investigation into Rep. Ilhan Omar aims to build a case to strip her of her U.S. citizenship and ultimately deport her, according to U.S. officials and others familiar with the probe on.wsj.com/4zBOcZ9
on.wsj.com
The federal investigation into Rep. Ilhan Omar aims to build a case to strip her of her U.S. citizenship and ultimately deport her, according to U.S. officials and others familiar with the probe
Authorities have subpoenaed members of the Democratic congresswoman’s family as part of a broader look at their immigration paperwork.
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Tom Hearden @followtheh.bsky.social · 14/10/2026
46% qoq growth
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Dean Baker @deanbaker13.bsky.social · 14/10/2026
Trivia point on CPI: If not for a reported 5% drop in year-over-year car insurance prices, inflation for the last year would have been 3.9%
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14/10/2026
AI spending is outpacing cost controls. A new survey of 396 enterprises reveals: • Only 11% accurately forecast AI costs • 62% altered decisions due to cost surprises • 25% delayed or canceled AI projects • 81% see gross margin hits (63% down 6–15 ppt) T at Apollo
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