Magnelibra Trading & Research

Magnelibra Trading & Research

Subscriber Update Sep16 2025

Magnelibra CTA Market Sentiment Changes

Mike Agne's avatar
Mike Agne
Sep 17, 2025
∙ Paid

Alright MTR subscribers the big day is upon us, the FOMC decision is tomorrow and it will not shock us if Powell and Co. opt for a 50bp cut vs the market expectation for a 25bp version.

The underlying economy, the economy not reflected in the MEGA9s market cap explosion is deteriorating and deteriorating fast. We know the FOMC is concerned not only about the retail sector, but also more so about the fact the US treasury is paying $1Trn plus in interest costs. This is different from the first round of cuts last year, this is the start of our trip back down to ZIRP to cut out all the unrealized losses both at the commercial banks as well as the FOMC itself who sit currently at $242Bn in deferred assets. (marked to market losses)

Ok guys review the attached subscriber data and lets see how tomorrow shakes out!

Share

Alright let’s move onto the Magnelibra Subscriber section with all our data for the markets that we cover.

Magnelibra CTA Futures Market Trend Sentiment (Our proprietary commodity tra…

User's avatar

Continue reading this post for free, courtesy of Mike Agne.

Or purchase a paid subscription.
© 2026 Magnelibra Capital Advisors LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture