The Macro Dudess

Systematic macro enthusiast, Italian by choice. If you see the list of ppl I follow you can imagine what my clutter closet looks like. Not investment advice.

[The Macro Dudess @MacroDudess]

@NomadFieldOps @scaling_shields Serious question - does that mean you're responsible for what "happens" at the business address? What if a business does something illegal under the address you handle?

[The Macro Dudess @MacroDudess]

@MarioNawfal @grok is this true

[The Macro Dudess @MacroDudess]

@thomassfoley @BrendanFoody @felicis @benchmark @generalcatalyst Do you have a link to this, Thomas?

[The Macro Dudess @MacroDudess]

@burkisoy 31

[The Macro Dudess @MacroDudess]

@lifemaximised Build

[Matt Orlić @MattOrlic]

We scaled Qure Skincare from $0 to $50M+ in under 3 years.

Now I filmed a video showing the exact:

1. Meta Ads Strategy
2. Branding + Premium Pricing
3. Scaling Systems + Retention

Want the video for free?

Comment “Yes” + 🔁RT (Must follow for DM)

[The Macro Dudess @MacroDudess]

@MattOrlic Yes

[zerohedge @zerohedge]

wow

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

UMich 1yr inflation expectations now 5.0%.

You have to go back to July 2022.

[RenMac: Renaissance Macro Research @RenMacLLC]

Seeing plenty of short-exposure....more than COVID. $SPX

[The Macro Dudess @MacroDudess]

@trdngchnnls Here! I'd like to see a little more momentum though

[ISABELNET @ISABELNET_SA]

🇺🇸 Sentiment

With sentiment nearing extreme bearish levels—often linked to market bottoms—this could be laying the groundwork for a reflexive rally rather than signaling the start of a downturn
👉 https://t.co/jJ1iAXzd0Y

h/t @LanceRoberts #spx $spx #stocks #sentiment #equities

[The Macro Dudess @MacroDudess]

@danikennyi Exit

[ISABELNET @ISABELNET_SA]

📌 Equities

The current CTA equity allocation, at the 80th percentile, suggests a robust market positioning but this can change rapidly based on market developments
👉 https://t.co/blMxcoG7WG

h/t @DeutscheBank $spx #spx #stockmarket #equities #stocks

[ISABELNET @ISABELNET_SA]

🇺🇸 Yield

As the 10-year UST yield tends to lead the Citi Economic Surprise Index by three months, fears of slowing economic growth could weigh on the US stock market through mid-April
👉 https://t.co/blMxcoG7WG

h/t @dailychartbook @jimwpaulsen $spx #bonds

[ISABELNET @ISABELNET_SA]

🇺🇸 Fed

Current market pricing of Fed rate cuts indicates a pivot from inflation worries to growth concerns, suggesting investors expect the Fed to prioritize economic stability over aggressive inflation control
👉 https://t.co/blMxcoG7WG

@DeutscheBank #Fed #fedfunds #inflation

[The Macro Dudess @MacroDudess]

@difaino Casestudy

[The Macro Dudess @MacroDudess]

@trdngchnnls Really appreciate your super timely updates! 🙏

[The Macro Dudess @MacroDudess]

@trdngchnnls Ah perfect, I jumped ahead too much... Thank you :)!