Archive - MacroVisor

September 2025

Breakfast Bites: Shutdown still on track

No progress on averting a US Government Shutdown at 12:01 am

Sep 30 •

Breakfast Bites: US Government Shutdown in focus

Analysis on the shutdown and markets; Crude pulls back; Gold rises; China's policies seem to be working

Sep 29 •

Breakfast Bites: More Tariffs ahead of US Inflation data release today

Pharma stocks take a hit; US Govt Shutdown risk may be getting real; SPX looks technically weak

Sep 26 •

AI’s Hidden Enablers: SMID Caps to Consider

Behind the headlines, lesser-known companies are powering billing systems, connectivity, and critical resource solutions for the AI era

Sep 25 •

Breakfast Bites - Markets remain subdued

Argentina gets $20B relief; Trump to fire government workers if there's a shutdown

Sep 25 •

Breakfast Bites - Mixed US Equities; China tech shines

BABA up 7%; Trump's spicy UN address; US equities don't like Powell's speech

Sep 24 •

Breakfast Bites: Tech euphoria continues

Flash PMIs show slowing manufacturing but solid services activity

Sep 23 •

Breakfast Bites: Muted start to the week

US and Chinese Equities remain lower; Nikkei soars back higher; Government shutdown looms

Sep 22 •

Breakfast Bites: BoJ Holds rates but will start unwinding ETFs

Japanese markets react strongly to BoJ guidance; FedEx surges but Lennar declines; Trump to speak to Xi today

Sep 19 •

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