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marketsnmacaroni.bsky.social
MnM
@marketsnmacaroni.bsky.social
13 followers 25 following 3 posts
Markets. Macro. Macaroni.
Independent analysis and curated ideas for people who think beyond the headlines.
https://substack.com/@marketsnmacaroni
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marketsnmacaroni.bsky.social
Global Markets Update — Week Ending Nov 22, 2025
open.substack.com/pub/marketsn...
Global Markets Update — Week Ending Nov 22, 2025
“Prepare for the worst; hope for the best. But plan for volatility.” - Jamie Dimon
open.substack.com
November 24, 2025 at 4:07 PM
marketsnmacaroni.bsky.social
open.substack.com/pub/marketsn...
What the Late-October Repo Bumps Are Really Telling Us
ON RPP - SOFR - SRF
open.substack.com
November 4, 2025 at 12:36 PM
marketsnmacaroni.bsky.social
Global Markets Update — Week Ending Nov 1, 2025
open.substack.com/pub/marketsn...
Global Markets Update — Week Ending Nov 1, 2025
“The Federal Reserve…is in the position of the chaperone who has ordered the punch bowl removed just when the party was really warming up.” — William McChesney Martin, Oct 19, 1955.
open.substack.com
November 3, 2025 at 1:34 AM