Macro-Hub Journal
Weekly notes on markets, rates, earnings, valuation, and macro — from the same data feeds that power the terminal.
FeaturedJune 9, 2026
Earnings · Valuation
The Mag-7 earnings squeeze nobody is pricing
The FCF/NOPAT gap is wider than 2022, and the Street is still modeling 22% growth into a CapEx wall. Here's what the two-stage DCF is telling us about Q3 prints.
Latest · all topics
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MacroHub.app: The Professional Macro Trading Terminal Revolutionizing Global Market Analysis
Discover MacroHub.app, the professional macro trading terminal that revolutionizes global market analysis with integrated research tools, real-time data, and advanced analytics for institutional traders.
Rates
Market Recap: First Week of June 2026 - Professional Trading Intelligence for Volatile Times
Earnings
Forward EPS revisions: the breadth tell
When more sectors are getting cut than raised in the last 4 weeks, forward returns flip negative. The current reading is one we've only seen 6 times since 2010.
By topic · 4 hubs
All topics →Earnings
- MacroHub.app: The Professional Macro Trading Terminal Revolutionizing Global Market AnalysisJun 13 · 1 min
- Market Recap: First Week of June 2026 - Professional Trading Intelligence for Volatile TimesJun 13 · 1 min
- The Mag-7 earnings squeeze nobody is pricingJun 9 · 2 min
- Forward EPS revisions: the breadth tellJun 5 · 1 min
All posts · chronological
RSS · Sitemap →Jun 13
Earnings
MacroHub.app: The Professional Macro Trading Terminal Revolutionizing Global Market Analysis
1 min
→
Jun 13
Rates
Market Recap: First Week of June 2026 - Professional Trading Intelligence for Volatile Times
1 min
→
Jun 9
Earnings
The Mag-7 earnings squeeze nobody is pricing
2 min
→
Jun 5
Earnings
Forward EPS revisions: the breadth tell
1 min
→