Stephanie Pomboy is the founder of MacroMavens, a macroeconomic research firm she started in 2002 after a decade at ISI Group. Her work tracks the Fed, credit, and the real economy, with a focus on how policy feeds through to bonds, gold, and the dollar.
Current predictions
Intermediate Treasuries: Stephanie is bearish on Intermediate Treasuries. (updated 2026-09-02)
Intermediate Treasuries: Stephanie is bearish on Intermediate Treasuries over the long term. (updated 2026-08-04)
Oil: Stephanie is mildly bullish on oil in the near term and bullish over the long term. (updated 2026-09-02)
Prediction history
2026-09-02 — Stephanie is bearish on Intermediate Treasuries. (source: Stephanie Pomboy: Has The Grand Game Just Changed?)
2026-09-02 — Stephanie is mildly bullish on oil in the near term. (source: Stephanie Pomboy: Has The Grand Game Just Changed?)
2026-08-18 — Stephanie is mildly bearish on Intermediate Treasuries. (source: Steph Pomboy: AI Debt Binge, Credit Cracks, & Gold)
2026-08-04 — Stephanie is bullish on oil over the long term. (source: Stephanie Pomboy: Rising Bond Yields Threaten EVERYTHING)
2026-08-04 — Stephanie is bearish on Intermediate Treasuries over the long term. (source: Stephanie Pomboy: Rising Bond Yields Threaten EVERYTHING)