PauloMacro’s Substack

PauloMacro’s Substack

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Brazil, China, US Growth/Inflation/Tariffs/Bonds, Trump will fire Powell, Positioning & Sentiment, Crude Oil, and More!

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PauloMacro
Jul 22, 2025
∙ Paid

Today I will share some thoughts and comments inspired by a multitude of charts that have attracted my attention over the past week. To make some sense out of everything, I have broken up my thoughts along the following topics:

  • Brazil

  • China

  • US Growth, Inflation, Tariffs, & Bonds

  • Trump Will Fire Powell

  • Positioning & Sentiment

  • Crude Oil

  • Sundry Info & Primers

A lot to flick through, so let’s get to it.


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