Macro Market Musings | Nick Givanovic | Substack

The shape of the Yield Curve under QT

I don’t follow many market related discussions on Twitter, primarily because I am not a “theory” guy and secondly because I have total contempt for most…

Feb 8, 2022 •

Stocks, Bonds and the Yield Curve

Apr 2, 2021 •

Stocks, Bonds and the Yield Curve

Mar 15, 2021 •

Macro is the Weather. Part 3.

Give them VIX. Lots of VIX!

Feb 28, 2021 •

Macro is the Weather. Part 2.

We are Immortals with bad plumbing...

Feb 20, 2021 •

Macro is The Weather. Part 1.

Feb 13, 2021 •

What macro market trends are and (hopefully) why.

Welcome to Macro Market Musings by me, Nick Givanovic. Retired HF Principal, still trying to make sense of the markets. Speaking yield to prejudice and…

Feb 10, 2021 •

Macro Market Musings

What macro market trends are and (hopefully) why.

Macro Market Musings

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