Joe Olashugba

macro, equities

[Joe Olashugba @JoeOlashugba]

@kmanofficial11 Sort of product needed on PH, upvoting 👏🏾

[Joe Olashugba @JoeOlashugba]

@kmanofficial11 👏🏾👏🏾

[Joe Olashugba @JoeOlashugba]

@kmanofficial11 Great build here👏🏾

[Kman @kmanofficial11]

Today we're launching SignalRelayer.

Avoid missing signals from the groups you follow — even when you step away from your desk.

Track Discord & Telegram channels you're already in. Execute alerts on your MT4/MT5 account in seconds — no copy-paste, your own risk settings.

Forex is live now. Crypto, futures & options are next.

Built with @MansourBuilds. Start free: https://t.co/0z0XBMCM5a

[Joe Olashugba @JoeOlashugba]

Last week's Treasury auctions were solid despite the large issuance.

Ended up writing a primer on auctions below.

Worth a read.

https://t.co/dQEfWzFb9p

[Joe Olashugba @JoeOlashugba]

A much needed primer on Currencies. Enjoy

https://t.co/Mebk4AWYR9

[Joe Olashugba @JoeOlashugba]

Safe to say we can push rate cut expectations back to Nov/Dec.

[Nick Timiraos @NickTimiraos]

The April jobs report won't change much for the Fed because

• There's another one before their next meeting
• They're more focused on inflation data
• It's doesn't show "unexpected" weakness

But it will certainly help ease fears about reacceleration/overheating

[Joe Olashugba @JoeOlashugba]

Liquidity, The Taper and The Carry

https://t.co/UJyKntdIrh

[Joe Olashugba @JoeOlashugba]

Yen intervention or not, this isn’t strong enough to pin the Yen below current levels mid 155.

Focus needs to be on JGB yields, which will most likely be the first priority market to intervene on as yields on the 10y approach the 1% upper bound.

[Joe Olashugba @JoeOlashugba]

Been putting some work on the substack- quality read for beginners & experienced macro traders/investors.

Fed funds futures are a prime tool for understanding how the market is positioning for future policy meetings.

Link in bio👌🏾

[Joe Olashugba @JoeOlashugba]

@MadsTheTrader @trader__duff @finkmoney_ @sharpinvestr @bensparham_ @Tru_Powell @KayodeDamali ⏳countdown 👏🏾

[Joe Olashugba @JoeOlashugba]

@bigspeakz More oversight to reduce the probability of systemic risk in times of market stress. There’s no real risk to markets, it’s adding a fail safe.

Basis traders (hedgies & the rest) are the only one that’ll see a difference when dealing in the repo market & trading UST’s.

[Joe Olashugba @JoeOlashugba]

It’s out!

[Joe Olashugba @JoeOlashugba]

Japanese markets are a point of focus globally.

I’ve always had a profound interest in their economy since I learnt of their nuanced approach to monetary policy.

Writing a report today covering Hajime Takata’s comments, JGBs & the Yen.

April/May for the cut? We’ll see

[Joe Olashugba @JoeOlashugba]

Crazy to see the impact and value being provided.

Humbled to be a driver for good.

From university to working in capital markets in the city.

Fruitful

[Joe Olashugba @JoeOlashugba]

For the OG MMH readers you would remember the days when I would write all reports Mon-Fri back in '22. Now we've expanded the team and you're getting to see some prominent & highly skilled macro analysts share their views of the global macro landscape.

The grow continues

[Joe Olashugba @JoeOlashugba]

@TreJrdn Anytime 🙏🏾

[Joe Olashugba @JoeOlashugba]

Useful macro tip:

Use XTB for your FX morning briefs.

2min read, bullet points.

Don’t need to overcomplicate things.

Just separate the noise from the signal in macro data.

[Joe Olashugba @JoeOlashugba]

@bensparham_ 👊🏾

[Joe Olashugba @JoeOlashugba]

Been studying a lot. Took some time off, but will be sharing some key insights and concepts to learn within macro.

I'm back.

[Joe Olashugba @JoeOlashugba]

@bensparham_ One tweet wouldn't do it justice haha, depths of macro run deep. Just expanding the horizon