Raj Anand @MacroRage

Macro Analyst by profession, investor by passion. Decoding macro trends, investment theses, and market insights | Sharing data-driven analysis United States Joined December 2010

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Vivek Ramaswamy @VivekGRamaswamy

2 weeks ago

We’re seeing the same trend on the ground in Ohio: disaffected ex-Democrats are fleeing their party in droves. We welcome the newcomers to our base who embrace decency & common sense, even if we don’t agree on every last thing.

New York Post @nypost

2 weeks ago

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Raj Anand @MacroRage

6 months ago

A new Brooking's research studied Hedge Funds' role in Treasury market and suggests that the Federal Reserve, in periods of extreme stress, be prepared to take over the hedge funds’ positions. As before, the Fed could stand ready to purchase Treasury securities but it would also,…

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Raj Anand @MacroRage

6 months ago

Markets are clearly more worried about recession risks than tariff-driven inflation. Global rates have rallied post-Liberation Day as sentiment turns risk-off. What a time to be in the markets!

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Jurrien Timmer @TimmerFidelity

6 months ago

In terms of the market cycle, we have now reached the point at which the P/E side of the equation is offsetting the earnings side (ever so slightly) rather than amplifying it (as it did in both 2023 and 2024). P/E-expansion does the heavy lifting in the early stages of a bull…

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Raj Anand @MacroRage

7 months ago

Today's market movements further reinforce that Trump's second term differs significantly from his first in terms of asset performance, particularly for equities. Over the weekend, Trump declined to rule out a recession while defending his tariff policy, contributing to…