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Trade Blotter
Solid End to H1 2025
8 hrs ago
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David Cervantes
13
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Trade Blotter
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Market Commentary
The EM Trade
Jun 29
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David Cervantes
13
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Market Commentary
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Market Commentary
The Return of U.S. Exceptionalism (it never really went away)
Jun 23
•
David Cervantes
16
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Market Commentary
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5
Weekly Signal & Noise Filter
Tariff Derangement Syndrome
Jun 14
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David Cervantes
27
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Weekly Signal & Noise Filter
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2
May 2025 CPI Preview
Likely the Last Month of Inflation Calm
Jun 10
•
David Cervantes
19
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May 2025 CPI Preview
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12
High Frequency Data Note
ISM Services
Jun 3
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David Cervantes
19
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High Frequency Data Note
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13
(Not So) Weekly Signal & Noise Filter
TACO Flavored Kisses
Jun 1
•
David Cervantes
25
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(Not So) Weekly Signal & Noise Filter
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9
May 2025
Market Commentary
The Small Caps Trade
May 22
•
David Cervantes
33
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Market Commentary
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10
Sectoral Study - Personal Lenders
A collaboration with Mo, @PersianMacroGuy on X, (formerly Twitter)
May 19
•
David Cervantes
26
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Sectoral Study - Personal Lenders
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5
U.S. Economic Growth Update
Have the Cockroaches Left the Chat?
May 11
•
David Cervantes
31
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U.S. Economic Growth Update
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9
Weekly Signal & Noise Filter
Back to L’Ancien Regime?
May 5
•
David Cervantes
23
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2
April 2025
Private X Feed Reminder
@macrostratPB
Apr 26
•
David Cervantes
11
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Private X Feed Reminder
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75
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