MacroDispatch

Data & Charts = Bread & Butter

Building The Macro Puzzle Data Point by Data Point

Just following my curiosity!

Formely Macrohive,The Macro Compass,StoneX

[MacroDispatch @Macrodispatch]

[REPO - STIR Interactive]

Ever Wondered If Everything is Okey in the repo Market?

Me and @Analystlearner have done a deep dive in the and came up with a @streamlit application to monitor repo on an ongoing basis

Latter will published a thread and link

[MacroDispatch @Macrodispatch]

Brazilian Yields move has been HUGE @NGurushina

The SELIC is 14.5, and 10 years out, we are close to 14.5% as well.

OR 8% real yields

[MacroDispatch @Macrodispatch]

@VKMacro @AahanPrometheus Just checking whats the outside opinion, Brazilian local fund managers tend to differ quite significantly in opinion from international capital

Most local multistrat did no catch the eoy rally of local equitties

[MacroDispatch @Macrodispatch]

@VKMacro @AahanPrometheus And what do you think are the brazil risks?

More atributtion to fiscal or to election?

Bolsonaro more market friendly in theory

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch I did a trial once, but yeah did not have anything close to the budget for that cost.

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch Dtcc data 90k year?

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch Yeah no data there for that granularity.

[MacroDispatch @Macrodispatch]

@opapoeconomico @dpgimenez Se a expectativa é essa, tem um trade ainda mais fácil…
ainda mais com o real valorizado...

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch What do you mean by matched maturity OIS?

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch Yeah, it's not great, could be better. not a cusip level.

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch Yeah, havent looked at it in a while there could be a delay.

But theres rate for tri party, DVP, and GCF term are there.

Example

https://t.co/BpD4JYJtVV

[MacroDispatch @Macrodispatch]

@299792458MaxHH @conksresearch Ofr

[Conks @conksresearch]

“good, they’re misinterpreting Leopold’s 13F, now show them banks’ combined notional derivatives exposure”

[MacroDispatch @Macrodispatch]

@stevehou @tracyalloway congrats steve

[MacroDispatch @Macrodispatch]

Mix Bag

[@aahan_prometheus @AahanPrometheus]

But then I look at this and it kinda looks less crazy

@JackFarley96 remember this one?

[MacroDispatch @Macrodispatch]

@AahanPrometheus @JackFarley96 What is the actual value? 1.75%?

[MacroDispatch @Macrodispatch]

The US has never exported more OIL in history, For the first time at the Crude Barrel Level they had net negative exports.

The Barrel of Last Resort.

[MacroDispatch @Macrodispatch]

@opapoeconomico @InvestorQuote Boa parte dela é...

A parte de sales, Ib, trading e fundos é detalhe

[MacroDispatch @Macrodispatch]

One more day, one more death of Bloomberg!

[Ihtesham Ali @ihtesham2005]

RIP Bloomberg Terminal.

Someone just open-sourced a desktop app that does most of what a $24,000-a-year Bloomberg seat does, and it runs on Windows, macOS, and Linux.

Fincept Terminal ships with:

→ Full CFA Level 1, 2, 3 analytics implemented in Python
→ 20+ investor AI agents (Buffett, Dalio, Graham, Soros, Lynch, Klarman)
→ Hedge fund presets: Bridgewater All-Weather, Citadel multi-strat, Renaissance stat models
→ 100+ data connectors including Polygon, Kraken, DBnomics (100M+ series), World Bank, IMF, OECD
→ Visual node editor to wire data sources to Python agents to MCP tools
→ 3D globe with live AIS ship tracking, aircraft paths, and satellite orbits
→ Local LLM support so your positions never leave your machine

2.6K stars. AGPL-3.0. 100% Opensource.

https://t.co/2D2lqijhY5