MacroCelestial

Macro Trends | Geopolitics | Space | Economy 🚀
Data-driven analysis and insights 📊
Simplifying complex forces that shape the world. #MacroCelestial

[MacroCelestial @MacroCelestial]

(1/n)

Trump’s $1.5T defense budget push just spotlighted the Golden Dome — America’s ambitious next-gen missile defense shield.
Inspired by Israel’s Iron Dome but on steroids: a layered “system of systems” to protect the entire US homeland from hypersonics, ICBMs, cruise missiles & more.
Cost? ~$175–185B (with some estimates far higher). Timeline? Aggressive push for ops by 2029.
Is this a game-changer for geopolitics & markets? Thread 👇 #GoldenDome #MacroCelestial

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, Amazon, $AMZN, and Oracle, $ORCL, have now disclosed a record $3.3 trillion in future spending commitments.

These are off-balance-sheet commitments covering data-center spending, future equipment purchases, leases, and other obligations.

$GOOGL accounts for the largest amount at $1.06 trillion, with its disclosed commitments surging nearly +700% over the last year.

$META follows at $866 billion, with nearly half tied to data-center leases that have not yet commenced and payment periods extending up to 30 years.

Meanwhile, Microsoft, $MSFT, has $593 billion in commitments, followed by Amazon, $AMZN, at $453 billion, and Oracle, $ORCL, at $322 billion.

The AI infrastructure buildout is creating an unprecedented pipeline of future financial obligations.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US equity funds recorded -$6.7 billion in outflows in the week ending October 28th, their largest weekly withdrawal since mid-September.

This follows +$5.1 billion and +$13.0 billion in inflows over the previous two weeks.

Meanwhile, global equity funds attracted +$10.2 billion in the week ending October 28th, marking their 6th consecutive weekly intake.

However, this was down from +$25.1 billion and +$19.8 billion in the preceding two weeks.

Asian equity funds led last week's inflows, attracting +$9.9 billion, compared with +$11.6 billion the previous week.

At the same time, European equity funds attracted +$4.5 billion.

Global investors are rotating out of US equities into other regions.

[Polymarket @Polymarket]

BREAKING: Trump reveals he's giving "serious thought" to renaming the Lincoln Memorial Reflecting Pool to Trump Reflecting Pool.

[Kalshi @Kalshi]

JUST IN: Iran says the Strait of Hormuz could reopen in 2 days

[Polymarket @Polymarket]

BREAKING: Democrats secretly recruited a second candidate named Dan Sullivan to run against GOP Sen. Dan Sullivan in Alaska, hoping to confuse voters & boost Mary Peltola's chances, per NYT investigation.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Fed Chair Warsh announces plans to overhaul the Fed's meeting schedule beginning in Fall 2027.

Under the new framework, one of the Fed's 8 annual meetings will focus on long-term strategy rather than voting on interest rates.

By 2028, Warsh expects just 6 interest rate-setting meetings per year, down from the current 8.

This will mark one of the biggest changes to the Fed's monetary policy process in decades.

[Kalshi @Kalshi]

JUST IN: Brazil’s top bankers lose nearly $10 billion in one day after Lula's surprise win

[World of Statistics @stats_feed]

Kimi Antonelli wins the United States Grand Prix!

🏎️ Formula One Grand Prix wins:

🇬🇧 Lewis Hamilton - 106 wins
🇳🇱 Max Verstappen - 73 wins
🇪🇸 Fernando Alonso - 32 wins
🇬🇧 Lando Norris - 13 wins
🇫🇮 Valtteri Bottas - 10 wins
🇲🇨 Charles Leclerc - 9 wins
🇦🇺 Oscar Piastri - 9 wins
🇮🇹 Kimi Antonelli - 9 wins ⬆️
🇬🇧 George Russell - 8 wins
🇲🇽 Sergio Perez - 6 wins
🇪🇸 Carlos Sainz Jr. - 4 wins
🇫🇷 Pierre Gasly - 1 win
🇫🇷 Esteban Ocon - 1 win

[World of Statistics @stats_feed]

Birth year of winning candidate of the last nine presidential elections in the US:

1946
1946
1946
1946
1961
1961
1946
1942
1946

[JD Vance @JDVance]

The American Dream doesn’t belong to Wall Street. It belongs to the American people.

Thanks to President Trump and Scott Bessent, families don’t have to worry about getting out-bid on their dream homes by private equity barons. And we’re making those same big investors give financial support to families buying their first homes.
https://t.co/nahsQMaZMH

[Steve · Millionaire Habits @SteveOnSpeed]

What money actually buys:

$5,000: Breathing room
$10,000: Starter emergency fund
$100,000: Options appear
$1M: Work becomes optional
$10M: Generational wealth unlocked
$100M: Influence, not just freedom
$1B: Building institutions, not just a portfolio

[Republicans @Republicans]

VP @JDVance ROASTS deranged protester in Ohio 🤣🤣

[Chauhan @PlatypusX9]

F-35 Showing Off Its Weapon Bay!

📸- trilling. aviation

[Department of War 🇺🇸 @DeptofWar]

31st Rescue Squadron pararescuemen enhance their combat capabilities by conducting ground combat training at Northwest Field, Guam.

[IMF @IMFNews]

The global economy remains resilient, but that resilience is becoming more fragile and more uneven. Growth is projected at 3.1% in 2026 and 3.4% in 2027, while inflation is expected to reach 4.7%, driven largely by higher energy and food prices. Read the IMF's latest analysis: https://t.co/yoil3EB47M

[Dima Zeniuk @DimaZeniuk]

Starlink satellites in the sky over Japan

[Republicans @Republicans]

WALL TO WALL TONIGHT IN KANSAS 🔥🔥🔥🔥

[Margo Martin @MargoMartin47]

Incredible night in Wichita, Kansas! 🇺🇸

[Rapid Response 47 @RapidResponse47]

TRUMP DANCE IN THE SUNFLOWER STATE — THANK YOU, KANSAS!

[Margo Martin @MargoMartin47]

Trump Dance in Wichita, KS 🤣🇺🇸