On the record
last 90 days · 5 positionsLatest positions
- JMJonny Matthews | SuperMacro · on the show, speaker unnamedBearish on S&P 500 Expects rising equity supply to act as a headwind, or at least a brake, on the S&P 500. “Supply will be a headwind for the S&P 500, or at the very least a tap on the brakes.” Open the post US Equity Supply Is Back: Net Issuance Turns Pos… · 7 Oct
- JMJonny Matthews | SuperMacro · on the show, speaker unnamedStrongly bearish on treasuries Matthews has been consistently short treasuries and says today was payoff day. “We have been banging the drum about staying short of treasuries – couldn’t have been clearer in the podcasts – and today was payoff day.” Open the post Payoff Day The latest S&P Global composite PMI f… · 23 Sept
- JMJonny Matthews | SuperMacro · on the show, speaker unnamedBearish on bonds Matthews warns against buying heavily into bonds now, implying he expects bond prices to fall. “Now is not the time to load the boat with bonds” Open the post Now is not the time to load the boat with bonds … · 11 Sept
- JMJonny Matthews | SuperMacro · on the show, speaker unnamedBearish on bonds Warns against loading up on bonds, implying he expects bond prices to fall. “Don't load the boat with bonds” Open the post Don't load the boat with bonds https://t.co/5cO7… · 10 Sept
- JMJonny Matthews | SuperMacro · on the show, speaker unnamedStrongly bearish on bonds Matthews calls bonds a trap, i.e. he is bearish on them. “Bonds are a trap” Open the post Bonds are a trap https://t.co/13CW8IT8Un · 8 Sept
Their output
2 this weekWed 7Sun 11 · 1Thu 15
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- inflation 1 item
- debt 1 item
- Donald J. Trump 1 item
See what your own voices say about Jonny Matthews | SuperMacro, every morning.
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