Macro Madness
@fedwatch05.bsky.social
Chief Investment Officer/Founder, Managing Director, TV and Radio Contributor, Long Distance Runner, Fed Watcher. Opinions are my own, see: https://substack.com/@benemons
On CNBC Fast Money, discussing the Fed and the Debasement Trade
www.youtube.com/watch?v=evLv...
www.youtube.com/watch?v=evLv...
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026
YouTube video by CNBC Television
www.youtube.com
December 28, 2025 at 12:54 PM
On CNBC Fast Money, discussing the Fed and the Debasement Trade
www.youtube.com/watch?v=evLv...
www.youtube.com/watch?v=evLv...
On CNBC, dissecting the Santa Claus rally www.youtube.com/watch?v=xGWN...
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons
YouTube video by CNBC Television
www.youtube.com
December 26, 2025 at 12:29 PM
On CNBC, dissecting the Santa Claus rally www.youtube.com/watch?v=xGWN...
There is absolutely no bubble to be worried about
December 26, 2025 at 12:27 PM
There is absolutely no bubble to be worried about
Mid-caps: it can't get any cheaper
December 22, 2025 at 7:34 PM
Mid-caps: it can't get any cheaper
A repeating history with a lot of upsides ahead
December 20, 2025 at 3:24 PM
A repeating history with a lot of upsides ahead
The tariff price shock
December 15, 2025 at 8:40 PM
The tariff price shock
Markets don't see 1970s inflation, but there remains a risk that history repeats.
December 15, 2025 at 3:02 PM
Markets don't see 1970s inflation, but there remains a risk that history repeats.
When overvaluation attracts value
December 14, 2025 at 11:50 PM
When overvaluation attracts value
The "big" rotation
December 13, 2025 at 9:47 PM
The "big" rotation
Cash in the trash
December 13, 2025 at 9:22 PM
Cash in the trash
When the Fed announces to buy assets (T-bills) and inject reserves in the system, the market trades it as QE
December 11, 2025 at 5:30 AM
When the Fed announces to buy assets (T-bills) and inject reserves in the system, the market trades it as QE
How odds go from a cut to a hike in Down Under -- Australian rates are impacting US rates
December 10, 2025 at 3:40 PM
How odds go from a cut to a hike in Down Under -- Australian rates are impacting US rates
The Oil Super Glut
December 9, 2025 at 7:41 PM
The Oil Super Glut
The equity risk premium is negative and that is not a good sign
December 9, 2025 at 7:32 PM
The equity risk premium is negative and that is not a good sign
What is a "hawkish cut?" When the Fed is uncertain about inflation and lowers rates
December 8, 2025 at 10:58 PM
What is a "hawkish cut?" When the Fed is uncertain about inflation and lowers rates
The next breakout
December 7, 2025 at 12:09 AM
The next breakout
Hmm---odds and inflation expectations
December 7, 2025 at 12:07 AM
Hmm---odds and inflation expectations
The Polymarket bets on the Polymarket
December 7, 2025 at 12:07 AM
The Polymarket bets on the Polymarket
2Y Japanese bond yields have returned to 2008 levels of 1%
December 1, 2025 at 1:40 AM
2Y Japanese bond yields have returned to 2008 levels of 1%
Next winner(s) in the AI race
November 29, 2025 at 9:59 PM
Next winner(s) in the AI race