PauloMacro’s Substack Newsletter
PauloMacro’s Substack is a finance newsletter that mostly covers MBS, Mortgages and Houthis. We've analyzed 2 issues from the past year; the latest was published Oct 3, 2026.
In their own words: My thoughts on global macro, micro, and everything in between
Visit PauloMacro’s Substack ↗Main topics at a glance
Top 8 topics by mentions over the past year
2
Issues analyzed (12 mo)
20
Top topics
0
Brands mentioned
Oct 3, 2026
Latest issue
What PauloMacro’s Substack writes about
positioning tree
1 mentionsdeveloped market carry
1 mentionsmortgages
1 mentionsRolling Crackups
1 mentionsYanbu
1 mentionsE-W pipeline
1 mentionsHouthis
1 mentionsoil market narrative
1 mentionsSaudi barrels
1 mentionsMBS
1 mentionsMXN/JPY carry
1 mentionsquarter end
1 mentionsPersian Gulf tonnage
1 mentionsspeculators positioning
1 mentionscrude oil short positions
1 mentionsHormuz transits
1 mentionsSPR releases
1 mentionswindowdressing
1 mentionsAUD/JPY
1 mentionscrude oil market
1 mentionsRecent issues of PauloMacro’s Substack
Sometimes You Just Have to Look…Oct 3, 2026
Negative Convexity is Oddly InvisibleSep 30, 2026
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