HeyJaredMacro Charts
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 12, 2026
Latest issues
Market Update & Signals 9/30/26 (opens the original)
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Good morning.Closing the books on September:Patience and discipline served us well, and more importantly… kept us out of trouble.October is coming — getting ready for the final lap of 2026:✅ Multiple catalysts incoming over the next few days.✅ One of the best setups of the year for contrarian-minded investors.✅ Watching key signals for a shift in market conditions.I want to be ready as each signal fires.</h
Market Update & Signals 9/29/26 (opens the original)
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Good morning.Treasury market stress continues to rise: TLT hit new all-time lows. Bond volatility is approaching March highs (when VIX was above 30, now 16). Credit spreads are widening. The 10-year yield is approaching June 2007 levels at 5.30%. TLT closed with an indecision candle and rising share volume and put volume. Rate-hike odds for the two remaining 2026 FOMC meetings are at 70% and 85%, respectively. Four hikes are now priced for the next 12 months.Equity breadth is still deteriorating
THE HARD TRADE. (opens the original)
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<img alt="" class="sizing-normal" height="415.1503267973856" src="https://substackcdn.com/image/fetch/$s_!JKsy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8e5d8d4-d613-4be2-b93d-7c9c9a65cce0_
Market Update & Signals 9/25/26 (opens the original)
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Good morning and happy Friday.“Hammers everywhere, all you need is ONE nail.”Bonds blew out (again), and social media is all over it.But wait, something else just quietly happened...Leading today’s note with a mind-blowing chart:It’s time... we’re finally getting a clear read and hard DA
Market Update & Signals 9/24/26 (opens the original)
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Good morning.Just when things were starting to look easy.Macro is seizing the narrative from equities — again:Global bond yields surged to multi-decade highs, driven by fiscal concerns and strong U.S. growth data.TLT closed at the lowest price since its 2002 launch.Japan’s 10-year yield jumped to the highest level in more than 30 years.Markets are
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