Makro

Vellinge, Sverige
Joined September 2019
Robert Sjölin Drake retweeted
10Y yield 5.21%, new multi-decade high
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Robert Sjölin Drake retweeted
10-YEAR YIELD RISES TO 5.04%, HIGHEST SINCE 2007
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Robert Sjölin Drake retweeted
Starkare jobbsiffror än väntat och sannolikheten för räntehöjning av Fed i september ökar
BREAKING: The Fed is now expected to hike interest rates at their September 16th meeting after the August jobs report nearly tripled expectations. Market expectations for a September rate hike are surging, now up to a 53% chance.
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Robert Sjölin Drake retweeted
*BRENT CRUDE OIL FALLS BELOW $80 FOR FIRST TIME SINCE MID JULY *S&P 500 RISES 0.5%, ON TRACK FOR FIRST RECORD SINCE JUNE
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Robert Sjölin Drake retweeted
HORMUZ SHIPPING TRAFFIC SURGES Ship traffic through the Strait of Hormuz jumped to its highest level since the war began, with 70–78 vessels crossing on Wednesday after the IMO launched a safe-passage operation. While still below the prewar average of 130 daily transits, analysts say the rebound is encouraging but needs to continue before confirming a full recovery.
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Robert Sjölin Drake retweeted
FED LIFTS RATE PATH, INFLATION OUTLOOK RISES Federal Reserve projections show the median fed funds rate rising to 3.8% in 2026 (from 3.4%), 3.6% in 2027, and 3.4% in 2028, with the long-run rate unchanged at 3.1%. Officials now expect higher inflation through 2026, with PCE not returning to the 2% target until 2028. Growth is slightly lower, unemployment broadly steady. Only 18 of 19 policymakers submitted projections.
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Robert Sjölin Drake retweeted
Trump says he has "cancelled the scheduled strikes and bombings against Iran this evening" as "discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved"
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Robert Sjölin Drake retweeted
IRAN'S STATE TV SAYS IN RETURN, IRAN HAS COMMITTED TO RESTORING THE NUMBER OF COMMERCIAL TRANSIT SHIPS THROUGH HORMUZ STRAIT TO PRE-WAR LEVELS WITHIN IN ONE MONTH
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Robert Sjölin Drake retweeted
🔴 The final draft of the US-Iran agreement has been reached with the mediation of Pakistan, which is expected to be announced within the next few hours - Iran IRNA Citing Al Arabiya
Readers added context they thought people might want to know
This report cites an Al Arabiya story from the previous day stating that work is underway to finalize a US-Iran draft with Pakistani mediation and that an announcement could come within hours. No US or Iranian government has confirmed a final agreement has been reached. iranintl.com/en/202605204945 aljazeera.com/news/2026/5/21…
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Robert Sjölin Drake retweeted
BREALKING: US interest rate futures now reflect more than 50% probability of a Fed rate hike by January.
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Robert Sjölin Drake retweeted
UK 30-YEAR YIELD JUMPS 16BPS TO 5.82%, HIGHEST SINCE 1998
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Robert Sjölin Drake retweeted
🇸🇪Riksbank väljer försiktighet framför dramatik. Klok & väntad strategi: expansiv penningpolitik i värld med ovanligt stort utfallsrum pga krig, energikris & Trump. Räntan kvar på 1,75%; under normalnivå. Tonen är överlag välkommet balanserad. Kl. 11 håller Thedéen pressträff.
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Robert Sjölin Drake retweeted
IRAN'S FARS NEWS AGENCY SAYS TWO MISSILES HIT U.S. WARSHIP NEAR JASK ISLAND AFTER IT IGNORED IRAN WARNINGS
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Robert Sjölin Drake retweeted
The national debt just exceeded 100% of GDP for the first time since 1946, per WSJ
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Robert Sjölin Drake retweeted
In talks, Iran is said to have offered to suspend uranium enrichment for five years; the U.S. is insisting on a 20-year ban, per NYT
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Robert Sjölin Drake retweeted
⚠ BREAKING: Iran accepted Pakistan’s two-week cease-fire proposal. Cease-fire was approved by the new supreme leader - NYT
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Robert Sjölin Drake retweeted
🚨 President Donald J. Trump makes a statement on Iran:
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Robert Sjölin Drake retweeted
*TRADERS NO LONGER FULLY PRICE IN ONE FED RATE CUT IN 2026
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Robert Sjölin Drake retweeted
EURO ZONE MONEY MARKETS NOW FULLY PRICE IN ECB RATE HIKE BY JULY
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Robert Sjölin Drake retweeted
BREAKING: The G7 countries are considering a joint release of oil from reserves, potentially as much as 400 million barrels, as oil prices skyrocket, per FT. Details include: 1. The release would be potentially coordinated by the International Energy Agency 2. Three G7 countries, including the US, have so far expressed support for the idea 3. US officials believe a joint release in the range of 300m-400m barrels is appropriate 4. G7 countries currently hold 1.2 billion barrels of oil in the reserve Oil prices are back below $108/barrel on the news.
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