Kevin Muir

Author of the MacroTourist.com Letter

Kevin Muir is a former institutional equity derivative trader who now writes the MacroTourist newsletter.

Latest

US-ECONOMY-NYSE-markets-market

Bloomberg Opinion

The Fed Is About to Go Full Throttle on QT. Fear Not.

Quantitative easing clearly boosted financial assets. But it would be a mistake to think that $95 billion of quantitative tightening every month would have the opposite effect.

August 31, 2022

August 31, 2022

OpinionKevin Muir

The Fed Is About to Go Full Throttle on QT. Fear Not.

Quantitative easing clearly boosted financial assets. But it would be a mistake to think that $95 billion of quantitative tightening every month would have the opposite effect.

US-ECONOMY-NYSE-markets-market

July 13, 2022

July 13, 2022

OpinionKevin Muir

The Cost of Taming Inflation Will Be Exorbitant

The Fed has encountered little pushback to its tightening campaign, but that will likely soon change as the fiscal impact of higher rates becomes clearer.

ARGENTINA-ECONOMY-CURRENCY-SOCIETY

March 8, 2022

March 8, 2022

OpinionKevin Muir

Europe’s Long-Suffering Stock Market May Get What It Needs

The European economy would benefit from less monetary and more fiscal stimulus, which looks like it will soon arrive.

Europe’s Long-Suffering Stock Market May Get What It Needs

January 12, 2022

January 12, 2022

OpinionKevin Muir

The Bond Market Refuses to Accept Economic Reality

Traders are working off an outdated playbook that assumes this recovery will resemble the sluggish one coming out of the financial crisis.

Hong Kong Dollar, Chinese Yuan and US Dollar Banknotes As Currency Peg Intervention From HKMA Continues Into Third Day

December 7, 2021

December 7, 2021

OpinionKevin Muir

The Ugly Truth About Market Bubbles Is That Everyone Loses

The bears are always too early and the bulls, who have been conditioned to buy every dip, stay too long at the party.

Britons Enjoy The Warm Weather