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Macro Mike

@middaymacro

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

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13.11.2024
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Latest posts by Macro Mike @middaymacro

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DOJ releases Epstein files with accusations against Trump Over the course of four interviews in 2019, a woman told the FBI that Epstein and Trump sexually abused her in the 1980s.

“A DOJ source told the Miami Herald that agents found her to be credible—and that they would not have interviewed her four times if they thought she was lying.”

@jkbjournalist.bsky.social bringing it home
www.miamiherald.com/news/politic...

07.03.2026 00:20 👍 1220 🔁 569 💬 30 📌 25
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“.. The idea the labor market has turned a corner implodes with this report,” said Samuel Tombs, chief US economist at Pantheon ..

@bloomberg.com #NFP
www.bloomberg.com/news/newslet...

07.03.2026 00:38 👍 283 🔁 94 💬 15 📌 6
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Pardon Industry Offers Rich Offenders a Path to Trump

NEW: Pardon seekers are routinely being asked to pay $1m+ to lobbyists & lawyers claiming access to Trump, often with bonuses if clemency is granted.

I investigated the Trump Pardon Industrial Complex, & detailed the backstory behind 1 interesting pardon.

06.03.2026 15:09 👍 366 🔁 202 💬 13 📌 15
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Trump Leaves Venezuela’s Machado Behind as She Lobbies for Relevance U.S. embrace of Delcy Rodríguez to lead Venezuela leaves the opposition leader scrambling for leverage in Washington and her homeland.

María Corina Machado is fighting to be a part of Trump’s plans for Venezuela. on.wsj.com/4rcZBtx

07.03.2026 00:33 👍 4 🔁 2 💬 12 📌 1

Trump has discussed deploying ground troops with aides and Republican officials outside the White House while outlining his vision for a post-war Iran in which Iran’s uranium is secure and the U.S. and a new Iranian regime cooperate on oil production. www.nbcnews.com/politics/whi...

06.03.2026 23:48 👍 25 🔁 7 💬 8 📌 1
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Exclusive | China Suspected in Breach of FBI Surveillance Network The FBI said it has addressed ‘suspicious activities’ on its networks.

News: U.S. investigators believe Chinese hackers are behind a cyber intrusion on an internal FBI computer network that holds information related to some domestic surveillance orders, in what would be the latest Chinese compromise of wiretap systems www.wsj.com/politics/nat...

06.03.2026 22:42 👍 49 🔁 30 💬 4 📌 11
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DOOCY: It sounds like the Russians are helping Iran target and attack Americans--


TRUMP: That's an easy problem compared to what we're doing here. What a stupid question that is to be asking at this time. We're talking about something else.

06.03.2026 22:58 👍 1562 🔁 444 💬 255 📌 235

The more Russia helps Iran keep the Strait of Hormuz blocked, the more Trump will unsanction Russian oil

06.03.2026 23:23 👍 5 🔁 1 💬 0 📌 2
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Fed's Schmid says hiring is on pause amid AI, aging Kansas City Federal Reserve President Jeff Schmid ​on Friday said he ‌believes that the advent of artificial intelligence is leading ​some businesses to pause ​hiring even as an aging ⁠population is creating ​real structural change in the ​labor market.

Fed's Schmid says hiring is on pause amid AI, aging reut.rs/4u5oBpk

06.03.2026 22:05 👍 9 🔁 5 💬 2 📌 0
graphic with the quote, "When a few drones get through or tragic things happen, it's front-page news. I get it, the press only wants to make the president look bad."

graphic with the quote, "When a few drones get through or tragic things happen, it's front-page news. I get it, the press only wants to make the president look bad."

Secretary of Defense Pete Hegseth's response to US troops dying

06.03.2026 22:08 👍 2204 🔁 582 💬 281 📌 134
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John Boyd on Clausewitz: Don’t Fall in Love with Your Mental Model Boyd sought not so much to circumvent Clausewitz as to use the Prussian’s concepts as fuel in his own mental refinery. And Boyd’s message to his audience was that the process of mental refinement coul...

No, it is narrowly focused on the comments presented in this article: thestrategybridge.org/the-bridge/2...

06.03.2026 22:02 👍 8 🔁 1 💬 1 📌 0
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The Materials sector underperformed the S&P 500 by the widest margin in nearly 15 years this week. Augur Infinity @soberlook $XLB
augurdigest.com/p/au...

06.03.2026 21:46 👍 8 🔁 2 💬 0 📌 0
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“.. Inflation is NOT dead. Middle East to US tanker rates are now the HIGHEST IN HISTORY BY A LOT!”

- RB Advisors

06.03.2026 20:30 👍 307 🔁 96 💬 11 📌 8
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This week:
Oil ETF $USO +33%
Gasoline ETF $UGA +19%

06.03.2026 18:53 👍 6 🔁 4 💬 1 📌 0
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Justice Department publishes documents with sexual assault allegations against Trump The department shared FBI documents outlining allegations involving Trump.

"The woman’s central allegation, according to FBI summaries of her interviews with investigators, known as FBI 302s, is that Trump hit her after she bit his penis when he attempted to force her to perform oral sex."
www.politico.com/news/2026/03...

06.03.2026 17:59 👍 1221 🔁 499 💬 104 📌 33
Polymarket vi @Polymarket
X.com
BREAKING: Saudi Arabia abandons plans for
"the line" — a planned 170km long megacity... will be converting it into an Al data center instead.

Polymarket vi @Polymarket X.com BREAKING: Saudi Arabia abandons plans for "the line" — a planned 170km long megacity... will be converting it into an Al data center instead.

there’s a lot going on here..

uh, let’s start with latency. i never imagined saying this, but even the speed of light says this is an unusually bad idea

06.03.2026 17:45 👍 49 🔁 6 💬 11 📌 1

ROSENBERG: ".. You call this a 'stabilizing' labor market?

".. The unemployment rate .. would have spiked up to 5.1% had the labor participation rate not fallen from 62.5% in November to 62.0% in February, the lowest it has been since December 2021 (almost all owing to the 25-34 year-old cohort.)"

06.03.2026 15:53 👍 370 🔁 87 💬 5 📌 4
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U.S. Gas Prices, Up 11% in a Week, Pile Pressure on Trump The average price of a gallon of gasoline jumped again on Friday, to $3.32 per gallon, hitting its highest level in a year and a half.

Gas prices in the U.S. jumped seven cents to $3.32 a gallon, on average, hitting the highest level on Friday in a year and a half. The spike is the latest in a series of increases since the start of the war led by the U.S. and Israel against Iran.

06.03.2026 15:10 👍 95 🔁 39 💬 24 📌 8
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Qatar warns war will force Gulf to stop energy exports ‘within days’ Gas producer says it will take ‘weeks to months’ to restore deliveries after Iranian drone strike

'Qatar’s energy minister has warned that war in the Middle East could “bring down the economies of the world”, predicting that all Gulf energy exporters would shut down production within days and drive oil to $150 a barrel.' www.ft.com/content/be12...

06.03.2026 14:00 👍 26 🔁 13 💬 1 📌 3
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Japan may use part of national oil stockpile amid Iran war supply crisis, Kyodo reports The Japanese government is considering using part of its national oil reserves amid the ongoing ​Iran crisis that has disrupted global energy supplies, Kyodo news ‌agency reported on Friday citing sources, and may do so in coordination with other countries or even on its own.

Japan may use part of national oil stockpile amid Iran war supply crisis, Kyodo reports reut.rs/4bhqQxs

06.03.2026 13:25 👍 15 🔁 11 💬 1 📌 3
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GS: Our Model Suggests That the Pace of Business Formation Slowed in Recent Months

Even with the OBBBA?

06.03.2026 10:38 👍 4 🔁 1 💬 0 📌 0
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The Justice Department has posted online three FBI interviews related to sexual assault allegations against Trump that had been missing from the massive trove of Epstein files released by the DOJ.

Trump has consistently denied wrongdoing in connection with Epstein. https://cnn.it/47ry28K

05.03.2026 23:01 👍 192 🔁 92 💬 33 📌 7
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“.. the prospect of Ms. Halligan losing her license could serve as a check on administration lawyers who have been accused by judges of pushing the boundaries of the law or intentionally misleading the courts, which has happened frequently in recent months.”

www.nytimes.com/2026/03/05/u...

05.03.2026 21:03 👍 4273 🔁 1125 💬 210 📌 85
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Fed terminates enforcement action imposed on Wells Fargo due to fake accounts scandal The U.S. Federal Reserve announced on Thursday it had terminated the ​enforcement action it imposed on Wells Fargo following the ‌bank's widespread fake accounts scandal, saying the bank had sufficiently overhauled its operations.

Fed terminates enforcement action imposed on Wells Fargo due to fake accounts scandal reut.rs/3OQPNbk

05.03.2026 21:25 👍 34 🔁 22 💬 6 📌 7
"I hope you are impressed," he said to me. "How do you like the performance? I mean, Venezuela is obvious. This might be even better. How do you like the performance?"

"I hope you are impressed," he said to me. "How do you like the performance? I mean, Venezuela is obvious. This might be even better. How do you like the performance?"

"I hope you are impressed," he said to me. "How do you like the performance? I mean, Venezuela is obvious. This might be even better. How do you like the performance?"

"How do you like the performance?"

An illegal war for the sake of spectacle and the amusement of POTUS.

05.03.2026 21:08 👍 2023 🔁 773 💬 151 📌 195
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Trump unleashed: President bullish on Iran, eyeing regime change in Cuba and impatient with Ukraine The president told POLITICO that “Cuba’s going to fall,” revealed his growing frustration with Ukraine and discussed the uncertain search for a new leader of Iran.

EXCLUSIVE: In an interview, Trump dismissed concerns about the Iran war and said the U.S. would help choose its next leader.

“Cuba’s going to fall, too," he told us.

“We cut off all oil, all money, or we cut off everything coming in from Venezuela, which was the sole source."

05.03.2026 17:23 👍 79 🔁 54 💬 39 📌 18
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$3.251 national average at the pump

Only a handful of states below $3

05.03.2026 10:50 👍 15 🔁 7 💬 0 📌 0
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America Second, Israel First? It was bad enough that Donald Trump hasn’t been able to explain clearly why he yet again felt he had to attack Iran, and why now. His national security advisor and secretary of state, Marco Rubio, then inadvertently made everything worse by implying that the president wasn’t so much leading — in the spirit of America First and Peace through Strength — as following. Worse yet, Trump seemed to be following a foreign power, Israel. Accidentally, Rubio inverted Trump’s entire foreign-policy shtick:

Marco Rubio lets slip that the US attacked Iran because Israel had already decided to do so. If true, that is bloodcurdling

05.03.2026 10:15 👍 15 🔁 10 💬 2 📌 0
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"Retail’s appetite to buy the dip has remained a dominant force in early-2026 flows. Year-to-date, average net notional traded on our platform has been 2.5x larger on S&P down days than on up days."

-Citadel Rubner

05.03.2026 10:29 👍 0 🔁 1 💬 0 📌 0
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No Help and Few Options for Travelers Stranded by Mideast Conflict

One woman who called the State Department helpline looking for help said they told her to "stop ranting and raving" and hung up on her.

Another woman said they asked her how to spell Oman.

www.nytimes.com/2026/03/04/t...

04.03.2026 22:37 👍 5569 🔁 2182 💬 197 📌 226