Macro Mike
@middaymacro.bsky.social
Mainly focused on markets, policy, and the economy. Macro Strategist
Reposted by Macro Mike
Once again, the United States is losing focus at a time when Iran’s internal politics are poised to undergo major changes.
Misreading Iran
Scott Anderson’s “King of Kings” offers a timely picture of U.S. myopia and miscalculation in Tehran.
foreignpolicy.com
December 24, 2025 at 12:30 AM
Once again, the United States is losing focus at a time when Iran’s internal politics are poised to undergo major changes.
Reposted by Macro Mike
Suspect dead after Delaware state trooper killed in shooting reut.rs/498ssIK
Suspect dead after Delaware state trooper killed in shooting
A suspect is dead after a police officer was killed in a shooting in Wilmington, Delaware, police said on Tuesday.
reut.rs
December 24, 2025 at 12:30 AM
Suspect dead after Delaware state trooper killed in shooting reut.rs/498ssIK
Reposted by Macro Mike
Trump administration to overhaul lottery system for H-1B visas ft.trib.al/FGuMBW1
Trump administration to overhaul lottery system for H-1B visas
‘Weighted’ selection process that prioritises higher-paid and more skilled applicants will begin in February
ft.trib.al
December 24, 2025 at 12:32 AM
Trump administration to overhaul lottery system for H-1B visas ft.trib.al/FGuMBW1
Reposted by Macro Mike
Russia chimes in “condemning US actions against Venezuela”
December 24, 2025 at 12:36 AM
Russia chimes in “condemning US actions against Venezuela”
Reposted by Macro Mike
Year 1 data on congestion pricing in Manhattan…
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
December 23, 2025 at 2:00 PM
Year 1 data on congestion pricing in Manhattan…
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
Reposted by Macro Mike
“.. The astounding haul hints at a level of transactionalism for which it is difficult to find obvious comparisons in modern American history.”
@nytimes.com
www.nytimes.com/interactive/...
@nytimes.com
www.nytimes.com/interactive/...
December 22, 2025 at 4:50 PM
“.. The astounding haul hints at a level of transactionalism for which it is difficult to find obvious comparisons in modern American history.”
@nytimes.com
www.nytimes.com/interactive/...
@nytimes.com
www.nytimes.com/interactive/...
Reposted by Macro Mike
December 23, 2025 at 12:33 PM
Reposted by Macro Mike
Oil slips as market weighs Venezuela, Russia supply risks reut.rs/4auGRRO
Oil slips as market weighs Venezuela, Russia supply risks
Oil prices eased in early trade on Tuesday after rising more than 2% in the previous session as the U.S. said it might sell Venezuelan crude it has seized, while Ukraine's attacks on Russian vessels and piers heightened supply disruption fears.
reut.rs
December 23, 2025 at 2:40 AM
Oil slips as market weighs Venezuela, Russia supply risks reut.rs/4auGRRO
Reposted by Macro Mike
Good year for Macro. Even better run at higher target returns and much lower fees.
December 22, 2025 at 10:17 PM
Good year for Macro. Even better run at higher target returns and much lower fees.
Reposted by Macro Mike
60 MINUTES EXEC PROD.: “.. We pushed back, we defended our story, but she wanted changes, and I ultimately had to comply.”
@scottnover.bsky.social @washingtonpost.com $PSKY
www.washingtonpost.com/business/202...
@scottnover.bsky.social @washingtonpost.com $PSKY
www.washingtonpost.com/business/202...
December 22, 2025 at 9:51 PM
60 MINUTES EXEC PROD.: “.. We pushed back, we defended our story, but she wanted changes, and I ultimately had to comply.”
@scottnover.bsky.social @washingtonpost.com $PSKY
www.washingtonpost.com/business/202...
@scottnover.bsky.social @washingtonpost.com $PSKY
www.washingtonpost.com/business/202...
Reposted by Macro Mike
The exit of more than a dozen staffers follows turmoil at Heritage and the larger conservative movement over the role of right-wing influencers who've promoted antisemitic and other extremist ideas. n.pr/4qeX9Te
A rift in MAGA has top Heritage Foundation officials leaving to join with Mike Pence
The exit of more than a dozen staffers follows turmoil at Heritage and the larger conservative movement over the role of right-wing influencers who've promoted antisemitic and other extremist ideas.
n.pr
December 22, 2025 at 9:26 PM
The exit of more than a dozen staffers follows turmoil at Heritage and the larger conservative movement over the role of right-wing influencers who've promoted antisemitic and other extremist ideas. n.pr/4qeX9Te
Reposted by Macro Mike
The Trump administration said it would pause leases for five wind farms under construction off the East Coast, citing unspecified security risks.
Trump Halts Five Wind Farms Off the East Coast
The Interior Department said the projects posed national security risks, without providing details. The decision imperils billions of dollars of investments.
nyti.ms
December 22, 2025 at 4:50 PM
The Trump administration said it would pause leases for five wind farms under construction off the East Coast, citing unspecified security risks.
Reposted by Macro Mike
U.S. President Donald Trump has appointed Louisiana’s governor as Washington’s special envoy to Greenland.
Denmark, which retains some authority on matters of foreign policy and security for the island, has responded with fury.
Denmark, which retains some authority on matters of foreign policy and security for the island, has responded with fury.
Denmark fumes as Trump appoints Louisiana governor envoy to Greenland
The American president has recruited a new ally as he says the Danish island is crucial to U.S. security.
www.politico.eu
December 22, 2025 at 2:57 PM
U.S. President Donald Trump has appointed Louisiana’s governor as Washington’s special envoy to Greenland.
Denmark, which retains some authority on matters of foreign policy and security for the island, has responded with fury.
Denmark, which retains some authority on matters of foreign policy and security for the island, has responded with fury.
Reposted by Macro Mike
ALFONSI: “.. In my view, pulling it now, after every rigorous internal check has been met, is not an editorial decision, it is a political one.”
@nytimes.com $PSKY
www.nytimes.com/2025/12/21/b...
@nytimes.com $PSKY
www.nytimes.com/2025/12/21/b...
December 22, 2025 at 11:55 AM
ALFONSI: “.. In my view, pulling it now, after every rigorous internal check has been met, is not an editorial decision, it is a political one.”
@nytimes.com $PSKY
www.nytimes.com/2025/12/21/b...
@nytimes.com $PSKY
www.nytimes.com/2025/12/21/b...
Reposted by Macro Mike
Unprecedented errors are eroding the credibility of Trump Justice Department: “These mistakes are causing department attorneys to lose credibility with federal courts, with some judges quashing subpoenas, threatening criminal contempt and issuing opinions that raise questions about their conduct.”
Unprecedented errors are eroding the credibility of Trump's Justice Department — Reuters
As President Donald Trump's crime crackdown got underway in Washington, D.C., in August, federal agents and police spotted a man named Torez Riley tugging at his backpack inside a Trader Joe's store, ...
apple.news
December 22, 2025 at 11:51 AM
Unprecedented errors are eroding the credibility of Trump Justice Department: “These mistakes are causing department attorneys to lose credibility with federal courts, with some judges quashing subpoenas, threatening criminal contempt and issuing opinions that raise questions about their conduct.”
Reposted by Macro Mike
The ability to churn out advanced armaments is a key element in Xi Jinping’s vision of making China less reliant on the outside world.
How Beijing Built an Arms Industry to Rival the West
China’s ability to churn out advanced armaments is a key element in Xi Jinping’s vision of making his country less reliant on the outside world.
on.wsj.com
December 22, 2025 at 10:57 AM
The ability to churn out advanced armaments is a key element in Xi Jinping’s vision of making China less reliant on the outside world.
Reposted by Macro Mike
GOLDMAN: “.. data from Redbook and
Second Measure suggest that spending in November at brick-and-mortar retailers—which make up 70% of retail sales—was softer, and our consumer spending tracker based on credit card spending data and surveys of consumer sentiment moderated sequentially in November.”
Second Measure suggest that spending in November at brick-and-mortar retailers—which make up 70% of retail sales—was softer, and our consumer spending tracker based on credit card spending data and surveys of consumer sentiment moderated sequentially in November.”
December 22, 2025 at 11:30 AM
GOLDMAN: “.. data from Redbook and
Second Measure suggest that spending in November at brick-and-mortar retailers—which make up 70% of retail sales—was softer, and our consumer spending tracker based on credit card spending data and surveys of consumer sentiment moderated sequentially in November.”
Second Measure suggest that spending in November at brick-and-mortar retailers—which make up 70% of retail sales—was softer, and our consumer spending tracker based on credit card spending data and surveys of consumer sentiment moderated sequentially in November.”
Reposted by Macro Mike
Oil prices gain on US interception of Venezuelan oil tanker over weekend reut.rs/4aLFnTt
Oil prices gain on US interception of Venezuelan oil tanker over weekend
Oil prices climbed in early trade on Monday after the U.S. intercepted a Venezuelan oil tanker over the weekend.
reut.rs
December 22, 2025 at 2:00 AM
Oil prices gain on US interception of Venezuelan oil tanker over weekend reut.rs/4aLFnTt
Reposted by Macro Mike
Rolling Stone: Trump cops now coming for DNA and being a citizen might not help you.
Trump's DNA Dragnet: The Law That Turns Us All Into Suspects — Rolling Stone
A little-used federal law is being activated in ways that could turn immigration screening into the backbone of a far-reaching DNA surveillance system
apple.news
December 22, 2025 at 1:38 AM
Rolling Stone: Trump cops now coming for DNA and being a citizen might not help you.
Reposted by Macro Mike
No breakthrough after Ukraine talks in Miami
No breakthrough after Ukraine talks in Miami
Steve Witkoff and Kyiv’s Rustem Umerov used identical language, saying Ukraine “highly values” U.S. support.
dlvr.it
December 22, 2025 at 12:42 AM
No breakthrough after Ukraine talks in Miami
Reposted by Macro Mike
The rate of return here is crazy: for a few hundred thousand dollars, this lab produces literally billions of oysters and supports a seafood industry worth hundreds of millions. And the Trump administration is just like "fuck all that, it's wasteful spending, you're fired"
December 21, 2025 at 11:15 PM
The rate of return here is crazy: for a few hundred thousand dollars, this lab produces literally billions of oysters and supports a seafood industry worth hundreds of millions. And the Trump administration is just like "fuck all that, it's wasteful spending, you're fired"
Reposted by Macro Mike
If the DOJ were smart about their apparent cover-up of Trump’s links to Epstein, they would intersperse innocuous photos of Trump. But they seem to be under orders to wipe the slate clean - which only undermines the credibility of what they are releasing
www.nytimes.com/2025/12/20/u...
www.nytimes.com/2025/12/20/u...
Epstein Files Photos Disappear From Government Website, Including One of Trump
www.nytimes.com
December 21, 2025 at 3:38 AM
If the DOJ were smart about their apparent cover-up of Trump’s links to Epstein, they would intersperse innocuous photos of Trump. But they seem to be under orders to wipe the slate clean - which only undermines the credibility of what they are releasing
www.nytimes.com/2025/12/20/u...
www.nytimes.com/2025/12/20/u...
Reposted by Macro Mike
“.. In that image, inside a drawer among other photos, was a photograph of Trump, alongside Epstein ..”
@apnews.com
apnews.com/article/rele...
@apnews.com
apnews.com/article/rele...
December 20, 2025 at 9:36 PM
“.. In that image, inside a drawer among other photos, was a photograph of Trump, alongside Epstein ..”
@apnews.com
apnews.com/article/rele...
@apnews.com
apnews.com/article/rele...
Reposted by Macro Mike
I honestly still can’t believe they did this
it’s just photos on a desk! it’s not even in the same league as his fucking birthday note! removing it after the fact is the biggest possible “we are covering shit up” signal they could possibly send, couldn’t look guiltier if they tried
it’s just photos on a desk! it’s not even in the same league as his fucking birthday note! removing it after the fact is the biggest possible “we are covering shit up” signal they could possibly send, couldn’t look guiltier if they tried
This photo, file 468, from the Epstein files that includes Donald Trump has apparently now been removed from the DOJ release.
AG Bondi, is this true? What else is being covered up? We need transparency for the American public.
AG Bondi, is this true? What else is being covered up? We need transparency for the American public.
December 20, 2025 at 8:49 PM
I honestly still can’t believe they did this
it’s just photos on a desk! it’s not even in the same league as his fucking birthday note! removing it after the fact is the biggest possible “we are covering shit up” signal they could possibly send, couldn’t look guiltier if they tried
it’s just photos on a desk! it’s not even in the same league as his fucking birthday note! removing it after the fact is the biggest possible “we are covering shit up” signal they could possibly send, couldn’t look guiltier if they tried
Reposted by Macro Mike
i’m just going to assume the 90% of pages that they blacked out is ONLY donald trump
December 20, 2025 at 7:13 PM
i’m just going to assume the 90% of pages that they blacked out is ONLY donald trump