Macronomics
- №263 в категории «Экономика и финансы»
- №6 409 среди международных каналов
- №8 820 среди каналов на языке «английский»
- №9 910 в мире
Macro and Financial Markets
- 24 часа
- +1
- 7 дней
- –
- 30 дней
- –
- Реакции
- 0
- Репосты
- 1
- Комментарии
- –
Динамика подписчиков
Подписчиков у канала «Macronomics»: 752. Средний охват поста за сутки около 84, вовлечённость 11,2 %.
По дням, последние 30 дней
| Дата | Подписчики | Изменение | Посты | Ср. просмотры поста |
|---|---|---|---|---|
| 12 ноя | 752 | +1 | 11 | 27 |
| 11 ноя | 751 | 0 | 11 | 80 |
| 10 ноя | 751 | 0 | 27 | 76 |
| 9 ноя | 751 | −1 | 12 | 92 |
| 16 окт | 752 | – | 0 | – |
Просмотры по возрасту поста
Средние просмотры в каждом возрасте, посты за последние 30 дней.
- 1 ч
- 40
- 3 ч
- 49
- 6 ч
- 59
- 12 ч
- 71
- 24 ч
- 84
Когда публикует
Время по UTC. 94 поста за 90 дней.
Последние посты
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" Record profits, lower returns. BTG Pactual (BPAC11) posted record Q3 profit of R$5.3 billion, up 17%, but ROE fell to 26.4% from 28.2%. Investment banking revenue plunged 36%, while the Brazilian bank announced a R$2 billion share buyback." - Brazil Stock Guide
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"Volatility in semiconductor stocks is SKYROCKETING: The realized 1-month volatility spread between semiconductor stocks and the S&P 500 has surged above 50 points, its 2nd-highest level in at least 3 years. This reflects growing uncertainty over AI infrastructure spending and the outlook for major chipmakers, prompting investors to prepare for further market turbulence. Investors are increasingly seeking strategies that provide downside protection with minimal hedging costs, combining volatility income with defensive positions. Meanwhile, the Semiconductor Index, SOX, is down -38%, its largest drawdown since the 2022 bear market. Global equity hedge funds also cut risk at their fastest...
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A rates trader’s view: why markets will stay wary until the French deficit turns
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"🔴Jensen Huang's saga is leaving an impact across markets -- including Treasuries.🔴 Long-end Treasuries drifted higher as trading resumed after a holiday as turmoil at Nvidia Corp. fueled doubts about the artificial intelligence trade and fueled demand for haven assets. Yields on 30-year US government bonds slipped two basis points to 5.34% ahead of an auction of similar-maturity securities on Thursday. Those on 10-year notes dipped briefly before steadying at 4.99%. There was no cash trading on Wednesday due to the Veterans’ Day holiday. Risk sentiment took a hit after a report said Nvidia’s board was considering the removal of Chief Executive Officer Jensen Huang following allegations...
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https://archive.li/BJmul - Bundesbank Warns Commercial Property Prices May Decline Again - Bloomberg
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Foreign investors pull out $50 billion from Asian equities in October on AI, cash burn woes - Reuters
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Nvidia launches independent probe over spy report
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108 просмотров 1 Репосты
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“CoreWeave $CRWV now pays about a quarter of its sales in interest. In Q2 it brought in $2.58B of revenue. In the same quarter it paid $640M of interest. In Q3 2024, that bill was $104M. That is the cost of building data centers with borrowed money before customers pay. So growth alone does not fix it. Sales must grow faster than the interest bill. CoreWeave reports Tuesday after the close. Watch interest expense against revenue, not the backlog.” - Monaco Macro
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In case you missed it: AI infrastructure is increasingly being built on credit. Long-term debt and off-balance-sheet vehicles are financing the build-out but may also concentrate risks among a small number of firms and investors. Read more: bit.ly/4sqAqWA
99 просмотров Фото -
Goldman: From a flow perspective, the demand for protection Thursday was astounding. Over 11mm puts traded, the largest put volume day on record, surpassing the previous high in Apr ’25.
99 просмотров Фото -
MORGAN STANLEY WARNS 12GW OF US DATA-CENTER CAPACITY AT RISK Morgan Stanley estimates that 12 gigawatts of planned US data-center capacity could face delays by 2030 following Democratic midterm victories. 2027 projects: Largely unaffected 2028 capacity at risk: 4.9GW Total at risk by 2030: 12GW The bank expects new state-level requirements, particularly in Texas and Ohio, to slow project approvals.
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China A-share robotics sector extended gains; Yushu Technology rose over 10%, while Xinrui Electronics, Efort, Dingzhi Technology, Lvde Harmonic and Shenhao Technology also advanced.
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🦋 Madame Butterfly: our latest post is out. The corporate scandal at Nvidia is merely the localized flap of a butterfly's wing. The true systemic hurricane is an unhedged $296B AI debt wall meeting street-wide institutional risk limits, just as cross-border Japanese carry flows reverse. Inside: the tactical execution parameters for a Short US Treasury Butterfly Spread (2Y/5Y/10Y), the November 2 Fed SLOOS credit-tightening metrics, corporate swap notional spikes, an acute collapse in hyperscaler free cash flows, and where the remaining alpha nodes are across our global Frontier Watch List - including our strict valuation pushback on standard peripheral banking traps currently trading at p...
98 просмотров
Вопросы о канале «Macronomics»
Сколько подписчиков у канала «Macronomics»?
У канала «Macronomics» (@xh7ddatzokexmmm0) 752 подписчика на 12 ноября 2026 г.
Сколько человек видят пост в канале «Macronomics»?
Средний пост набирает около 84 просмотров за 24 часа, это примерно 11 % подписчиков (ERR).
О чём канал «Macronomics»?
Канал в категории «Экономика и финансы», язык постов: английский. Описание канала: «Macro and Financial Markets»
Какое место занимает канал «Macronomics»?
По числу подписчиков: №263 в категории «Экономика и финансы», №6 409 среди международных каналов, №8 820 среди каналов на языке «английский», №9 910 в мире.
Публикует ли канал «Macronomics» рекламу?
За последние 30 дней ни один из 94 постов не помечен как реклама (#ad, Sponsored, «Реклама»). Рекламу без пометки определить нельзя.
Статистика обновлена 1 час назад.