The MacroTourist
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By Kevin Muir
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MacroTourist Weekly Wrap-Up
Weekly Wrap-Up Podcast
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WEEKLY WRAP-UP (s2025 e17)
Audio edition: Jamie Dimon's warning, then the bubble in Private Equity and Credit, and finally, Stephanie Ruhle and Rick Wilson talk some politics (and…
Jun 9
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Kevin Muir
23
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WEEKLY WRAP-UP (s2025 e17)
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6
THE COMING CANADIAN ECONOMIC RENAISSANCE
Why the 'tourist is fading the Carney skepticism
Jun 6
•
Kevin Muir
38
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THE COMING CANADIAN ECONOMIC RENAISSANCE
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28
M'tourist Private Feed Recap
for Tuesday, June 3rd, 2025
Jun 4
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Kevin Muir
9
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Monday, June 2nd, 2025
Jun 3
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Kevin Muir
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M'tourist Private Feed Recap
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WEEKLY WRAP-UP (s2025 e16)
Audio Edition: JPM's Michael Cembalest with some sober thoughts, Mike Wilson gets bullish again, Warren Pies also thinks next couple of months are…
May 26
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Kevin Muir
28
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WEEKLY WRAP-UP (s2025 e16)
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M'tourist Private Feed Recap
for Friday, May 23rd, 2025
May 24
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Kevin Muir
9
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Thursday, May 22nd, 2025
May 23
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Kevin Muir
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M'tourist Private Feed Recap
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SHORTING CORPORATE CREDIT
Why the 'tourist is moving some dark side bets to the corporate credit side
May 18
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Kevin Muir
28
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SHORTING CORPORATE CREDIT
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22
BOND MARKET SHORT-SIDE OPPORTUNITY
The London Macro Whisperer highlights an overlooked bond market risk
May 12
•
Kevin Muir
34
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BOND MARKET SHORT-SIDE OPPORTUNITY
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13
FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
The 'tourist tries to explain the stock market's recent strength
May 5
•
Kevin Muir
42
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FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
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