WHY DID THE FRONT-END GET HAMMERED SO BADLY?
The article dissects the sharp decline in the front‑end development market during Q2 2024, linking it to a confluence of macroeconomic pressure, AI‑driven low‑code platforms, and a strategic pivot toward back‑end infrastructure. It highlights a 40% drop in front‑end job postings, a 55% YoY plunge in venture funding for UI‑focused startups, and high‑profile layoffs at firms such as Shopify and Squarespace. Despite these setbacks, the piece argues that front‑end technologies remain indispensable, but the sector is likely to consolidate around a few dominant frameworks.
WATCH YOUR BIDS (S2026 E11)
The latest "Watch Your Bids" podcast (Season 2026 Episode 11) brings together market veterans Peter Boockvar, Ankur Crawford, Goldman Sachs’ Dominic Wilson, and labor‑economist Kathryn Anne Edwards. Boockvar cautions investors about over‑bidding in a volatile environment, while Crawford dismantles the prevailing "bubble" narrative...
178k JOBS? NOT SO FAST
A recent San Francisco Federal Reserve paper challenges the headline figure of 178,000 new jobs, arguing that the underlying labor market is weaker than reported. The report highlights that much of the growth stems from part‑time, low‑skill positions rather than...
M'tourist Private Feed Recap
On April 21, 2026 Kevin Muir published a private‑subscriber recap titled “M'tourist Private Feed Recap.” The paid post bundles a selection of macro‑economic charts and commentary curated for his Macrotourist audience. It serves as a snapshot of market trends and data points...
MAKING SENSE OF THE LAST TWO MONTHS
Over the past two months U.S. equities have rallied about 7%, driven by a slowdown in inflation, a more dovish Federal Reserve stance, and stronger-than-expected tech earnings. Core CPI slipped 0.2% month‑over‑month, reinforcing expectations of at least one additional rate...
INFLATION BREAKEVENS HAVE NOT COLLAPSED!
The author argues that 12‑month inflation breakevens have not collapsed, despite social media chatter linking a recent equity rally to a dramatic drop in inflation expectations. Recent Treasury data shows the 1‑year breakeven rate hovering around 3.0%, essentially unchanged from...
WATCH YOUR BIDS (S2026 E10)
In episode 10 of Season 2026, "Watch Your Bids," the hosts dissect modern programmatic advertising bidding tactics. They explain how automated bidding algorithms can overspend without proper guardrails, and they showcase real‑world case studies where brands trimmed CPA by up...
WHAT NOT TO BUY
After the Iran‑US‑Israel conflict is deemed resolved, sell‑side analysts are urging investors to buy the MAG7 mega‑cap tech group, noting that the stocks are at post‑COVID valuation lows. The author acknowledges that buying dips in these names has historically paid...
WATCH YOUR BIDS (S2026 E09)
The weekly "Watch Your Bids" newsletter recaps key macro themes, including Morgan Stanley’s bullish outlook on oil, Bank of America’s Aditya Bhave interpreting a surprisingly strong employment report, Bill Dudley’s cautionary remarks on the Federal Reserve’s tightening path, PGIM’s Mike...
M'tourist Private Feed Recap
Kevin Muir’s April 2, 2026 private feed recap offers subscribers exclusive macroeconomic charts and commentary via a gated link. The post, marked as paid content, directs readers to a curated dashboard that aggregates recent market data, policy shifts, and trend analyses. While...
VIX INVERSION, BUYING BONDS, JAPAN & THE JPM OPTION WHALE
Kevin Muir’s second "Catching up with Kev" column links a rare VIX inversion to a surge in bond buying, highlights Japan’s monetary tightening, and dissects JPMorgan’s massive options position that’s reshaping market dynamics. He notes that the VIX’s short‑term contract...
WE NEED TO TALK ABOUT INTEREST RATES AND OIL
The Macrotourist examines whether rising oil prices or higher interest rates are the primary drag on economic growth. Using recent data, the piece shows oil spikes have historically preceded slowdowns, but recent Fed tightening appears to have a more immediate...
BUYING GOLD AGAIN
Investor Kevin Muir’s latest column signals a renewed appetite for gold as a hedge against rising inflation and geopolitical uncertainty. He notes that central banks are rebuilding reserves, while retail investors are turning to physical bullion after a prolonged period...
WATCH YOUR BIDS PODCAST (S2026 E07)
The latest episode of the MacroTourist Weekly Wrap‑up podcast surveys the current macro landscape, highlighting Bank of America’s fund‑manager confidence index and a new Norges AI study on technology adoption in asset management. It also features commentary from McNally on...
AN IMPOSSIBLE FOMC MEETING
The Federal Open Market Committee convened an atypical session this week, delivering a surprise 25‑basis‑point rate increase despite a modest dip in headline inflation. The decision broke with the consensus of many analysts who had expected a pause, reflecting the...