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macropinion.bsky.social
macropinion
@macropinion.bsky.social
👨‍🎓 | MSc. Economics Student
🔎 | Macro Analyst
📈 | Connecting Macro and Markets
#Stocks are ignoring the warning signs of #Bloomberg’s economic regime model -- every signal is flagging #risk amid a historic span of sustained weakness -- intimating a fragile outlook for US #equities as they hold on to all-time highs.

Source: Gillian Wolff
November 26, 2024 at 3:48 PM
The #US must refinance 7 trillion (!) of maturing #debt next year.

Source: Alfonso Peccatiello
November 26, 2024 at 12:50 PM
How #Stocks are performing globally

Source: Santander Private Banking
November 24, 2024 at 8:56 PM
The Canadian dollar’s recent weakness stems mainly from Canada’s high household indebtedness, which surpasses other #G7 countries and suppresses #spending, #inflation, and #growth.

Source: Karl Schamotta, Corpay

#Canada #CAD
November 19, 2024 at 4:35 PM
Central bank #balance sheets grew substantially between 2020 and 2022. Until recently, the volume of #loans among euro area banks combined with their deposits at central banks was twice as high as the entire volume of loans to the corporate #sector.

Source: Franz Mohr
November 19, 2024 at 2:00 PM
Here’s how the U.S. allocates its federal #budget and how it is financed.

Interesting to see: approximately 13% is spent on interest payments for its #debt, which funds 28% of government #spending.

Source: Apollo
November 17, 2024 at 9:30 AM
#Europe is still trading with #Russia, just not directly. One of the new middle men is #Kyrgyzstan - look at the exports from European countries to Kyrgyzstan pre and post invasion.

Source: Unknown (lmk if this is your chart!)
November 15, 2024 at 11:23 PM