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@MacroSpectrum
"What we see ahead: Below is our weekly report on major economic data points in G-7 this week & our expectations: X. This weeks economic calendar features a light set of US macro data. X. Though Chair Powell will be giving welcoming remarks at a Fed regulatory conference Fed officials will otherwise be in their communications blackout with respect to any commentary on monetary policy ahead of next Wednesdays FOMC meeting. X. We believe that Trump firing Powell is a low probability event in current scenario. Firing Powell is a loose-loose scenario for Trump. Not only will US equities market" @MacroSpectrum on X 2025-07-20 18:35:14 UTC XXX followers, XXX engagements
"US S&P XXX Q2CY25 EARNINGS REVIEW: We have released a detailed report on US S&P XXX companies Q2 earnings till date: X. The second quarter earnings season for the S&P XXX is off to a strong start compared to expectations. Both the percentage of S&P XXX companies reporting positive earnings surprises and the magnitude of earnings surprises are above their 10-year averages. X. XX% of the companies in the S&P XXX have reported actual results for Q2 2025 to date. Of these companies XX% have reported actual EPS above estimates which is above the 5-year average of XX% and above the 10-year average" @MacroSpectrum on X 2025-07-20 07:55:41 UTC XXX followers, XXX engagements