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Michael Ball, CFA, FRM
@middaymacro
My name is Michael Ball and I’m a macro analyst/consultant focused on markets, policy, and geopolitics. Previously a macro analyst for a boutique research shop, asset allocator, and member of the Markets Group at the NY Fed during the GFC.
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Midday Macro
By Michael Ball, CFA, FRM
Color on Markets, Economy, Policy, and Geopolitics
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Michael Ball, CFA, FRM
Dec 20
Midday Macro
2025 Costanza Trades – LAST MIDDAY MACRO
2
Michael Ball, CFA, FRM
Nov 22
Midday Macro
The Trump Trade Resumes as Markets Navigate Increased Headline Volatility
3
Michael Ball, CFA, FRM
Nov 15
Midday Macro
You Reap What You Sow: Is Trump 2.0 Stagflationary?
6
Michael Ball, CFA, FRM
Oct 18
Midday Macro
The Unlikely Resilience of Risk Appetite
4
Michael Ball, CFA, FRM
Oct 11
Midday Macro
Election vs. Earnings: Market’s Coming Dilemma
3
Michael Ball, CFA, FRM
Oct 3
Midday Macro
Labor Market Sentiment Is Too Negative Given Where Growth Is
2
Michael Ball, CFA, FRM
Sep 27
Midday Macro
Beijing Goes Big, But Is It Enough?
3
Michael Ball, CFA, FRM
Sep 20
Midday Macro
Policy Error No More? Powell Gets His Way and Potentially Saves the Day
1
Michael Ball, CFA, FRM
Sep 12
Midday Macro
Sequential 25bps Cuts Still Modal Outcome Until Q2 2025, but Deteriorating Labor Markets Will Keep Fed Officials “Open Minded”
1
Michael Ball, CFA, FRM
Aug 21
Midday Macro
Historical Equity Rally Pauses as Markets Weigh a Mixed Macro Backdrop
2
Michael Ball, CFA, FRM
Aug 9
Midday Macro
Calmer Markets in “Wait and See” Mode Ahead of Next Week’s Heavy Data Deluge
2
Michael Ball, CFA, FRM
Aug 2
Midday Macro
Growth Scare Sell-Off Seems Overdone with Consumer Spending Momentum Still Solid, Buy This Dip in Equities
2
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