MacroHub Journal
Weekly notes on markets, rates, earnings, valuation, and macro — from the same data feeds that power the terminal.
FeaturedSeptember 22, 2026
Macro
Supply Lines
Spot container rates already at multiyear highs may flirt with pandemic-era records, a shipping analyst warned, as the Iran war pushes up fuel costs, and congestion at some of the world’s busiest ports stretches capacity.
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Latest · all topics
View all 13 →Rates
Nvidia’s wall of worry
The stock’s price-earnings multiple has fallen dramatically, which suggests investors aren’t convinced that the company can keep delivering blockbuster results. Even with AI stocks roaring again this week, as we noted yesterday, plenty of worries remain.
Risk
Bitcoin is back
Rates
A contentious meeting
Renewed tensions in the Middle East, an AI-driven demand boom and new tariffs from the Trump administration are making this week’s Fed rate decision a close — and contentious — call.
By topic · 4 hubs
All topics →Rates
- Nvidia’s wall of worrySep 22 · 1 min
- A contentious meetingJul 28 · 1 min
- Should the Fed Hike?Jul 11 · 4 min
- Golden era of carry tradesJul 11 · 1 min
Earnings
- Nvidia’s wall of worrySep 22 · 1 min
- Google’s biggest quarter everJul 28 · 5 min
- Priced for ‘sunshine and rainbows’Jul 13 · 1 min
Macro
- Supply LinesSep 22 · 4 min
- A contentious meetingJul 28 · 1 min
- Uncertainty again | Trump’s tariff threats returned in full force last week with Canada a chief target — click here for a full rundown and watch these experts talk about the fallout:Jul 28 · 1 min
- Should the Fed Hike?Jul 11 · 4 min
All posts · chronological
RSS · Sitemap →Sep 22
Rates
Nvidia’s wall of worry
1 min
→
Sep 22
Risk
Bitcoin is back
1 min
→
Sep 22
Macro
Supply Lines
4 min
→
Jul 28
Rates
A contentious meeting
1 min
→
Jul 28
Macro
Uncertainty again | Trump’s tariff threats returned in full force last week with Canada a chief target — click here for a full rundown and watch these experts talk about the fallout:
1 min
→
Jul 28
Earnings
Google’s biggest quarter ever
5 min
→
Jul 14
Risk
Markets are ‘booming’, JPMorgan’s finance chief says
1 min
→
Jul 13
Earnings
Priced for ‘sunshine and rainbows’
1 min
→
Jul 11
Rates
Should the Fed Hike?
4 min
→
Jul 11
Rates
Golden era of carry trades
1 min
→
Jul 11
Rates
Washington Goes To Fannie Mae & Freddie Mac
2 min
→
Jul 11
Valuation
Europe’s stocks are back in the lead
1 min
→
Jul 11
Weekly Roundup
The Weekly Look at the Global Economy and Markets
5 min
→