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Data & Charts = Bread & Butter Building The Macro Puzzle Data Point by Data Point Just following my curiosity! Formely Macrohive,The Macro Compass,StoneX

Joined February 2023
Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by MacroDispatch (@Macrodispatch)Photo by 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
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MacroDispatch retweeted
BASTIDORES DAS PROJEÇÕES 1ª previsão no site foi aos 2% de apuração, mas o plano era divulgar antes. Segurei por medo de criar falsas esperanças. Números de Lula que eu via no início da apuração: 0,29% - 51,84 1,74% - 51,96 1,94%% - 51,80 Tudo aqui: projecao.2026elections.worke…
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A Great data thread on the Brazilian Election Surprise
EXPLORE OS RESULTADOS DA ELEIÇÃO COM MAPAS INTERATIVOS: alanfuntowicz.github.io/2026… O que aconteceu no segundo turno de 2026? Em parceria com @AlanFuntowicz, exploramos algumas margens relevantes das eleições presidenciais deste ano. 1/19
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What a move... That's the tweet...
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Implicit Inflation
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A tragic loss! Learned a lot from him!
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It's official. We've open source all OpenBB technology, under the Apache license. Since I've gotten many message about it this month - here's where you can find the Workspace codebase (github.com/OpenBB-finance/wo…). A summary of what I've been doing over the last few weeks, since wind down announcement: - We’ve created OpenBQ - a non-profit independent organization to steward OpenBB technology. - This initiative is being led by Jose M. Plehn, Ph.D. from BrightQuery, and he’s hired folks from the OpenBB team to keep building it ( Ihsan Erman Saracgil, Darren Lee, Ogonna Nnamani ) - GitHub here: github.com/openbq-org - The OpenBB Workspace codebase will be stewarded by FINOS (The Linux Foundation). Thank you for the help Gabriele Columbro , we finally made it happen! - Labs proposal here: github.com/finos/community/i… - BrightQuery is in the process of hosting a live BQ Workspace powered by BQ datasets. - Waitlist here: workspace.brightquery.com - The OpenBB user base will receive a notification once BrightQuery Workspace goes live. Same workspace with added datasets and functionality. - OpenBB social media + newsletter + Discord (16k+ members) has been donated to OpenBQ. Finally, thank you to OSS Capital and Joseph Jacks for being supportive of open sourcing the technology that we've built over the last 5 years. I couldn't have asked for a better partner in this journey. And thank you to everyone who has allowed me to build OpenBB for so many years. And Jose for believing in the vision and taking it over! :) For the next couple of weeks I'll be tinkering with a few side projects that I had on my pile of TODO ideas, and share some of that here (and on my newsletter) - until I start a new role in the industry.
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MacroDispatch retweeted
Goldman on oil #oott #iran
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MacroDispatch retweeted
I hadn't realized that for the first time ever, starting late last year, the Italian government pays less to borrow than France.
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> pick random Fed-related chart > misrepresent what the Fed is doing > "you don't own enough hard assets" > acquire elon bucks > repeat
The Fed is printing money to buy US Treasury bills... more than during Covid. - Covid: ~$320B - Last 9 months: ~$355B Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills. At the same time, Bessent is issuing more UST bills to buy back US long-term debt. In other words, the Treasury buyback is nothing else than QE in disguise. We don't own enough hard assets for what's coming.
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Oil = curve + EIA + OPEC beta Nat gas = weather + storage + LNG beta Power = spark + congestion + heat rate beta
Hard HF truth, most people are just beta. Rates RV = steepener + carry beta, credit = short vol / new issue beta, equities = QQQ>SPY+ IPO beta Commodities = F0/F3 + congestion beta. Vol = disp + SPX vol skew + term structure beta. Thank you for your attention to this matter!
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Hard HF truth, most people are just beta. Rates RV = steepener + carry beta, credit = short vol / new issue beta, equities = QQQ>SPY+ IPO beta Commodities = F0/F3 + congestion beta. Vol = disp + SPX vol skew + term structure beta. Thank you for your attention to this matter!
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Continuing the Series, TODAY the OPENBB Series continues with the EIA REPORT. @openbb_finance @didier_lopes @josedonato__ The right one this time
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I think it's a great combo for how you can build this kind of scalable, curated context machine by merging some data engineering, design and curation.
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If you liked this post, like and retweet it. Tomorrow we come back with one more example of this pattern: the NFP release. You're awesome. Obrigado, Macrodispatch
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