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Macro NewsletterMacro Newsletter
New Fed Chair Energy, Softer Dollar Vibes, and a Housing Plot Twist

New Fed Chair Energy, Softer Dollar Vibes, and a Housing Plot Twist

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Fed Hit Pause, And The Market Said Ok Cool, We’ll Overthink It Anyway

Fed Hit Pause, And The Market Said Ok Cool, We’ll Overthink It Anyway

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Europe Can’t Quit America, and Markets Know It

Europe Can’t Quit America, and Markets Know It

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
How to Invest When Governments Keep Swiping the National Credit Card

How to Invest When Governments Keep Swiping the National Credit Card

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
January’s Earthquake Month with Greenland, the Fed, and Japan’s Bond Wake-Up Call

January’s Earthquake Month with Greenland, the Fed, and Japan’s Bond Wake-Up Call

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Tariffs As Territory Leverage Is a Whole New Level of Trade War Energy

Tariffs As Territory Leverage Is a Whole New Level of Trade War Energy

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Tariffs Make a Land Grab While Housing Stages a Cage Match

Tariffs Make a Land Grab While Housing Stages a Cage Match

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Grocery Game Is Winnable Again, And These Stocks Fit The New Bill

The Grocery Game Is Winnable Again, And These Stocks Fit The New Bill

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Inflation Is Cooling, But Your Grocery Bill Did Not Get the Memo

Inflation Is Cooling, But Your Grocery Bill Did Not Get the Memo

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Fed Got Cut, Then Got Cut Up, and Markets Are Trying Not to Spill Their Coffee

The Fed Got Cut, Then Got Cut Up, and Markets Are Trying Not to Spill Their Coffee

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Fed Drama, Sticky Groceries, and an AI-Led World Tour

Fed Drama, Sticky Groceries, and an AI-Led World Tour

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Job Market Is Still Moving, But It’s Doing The Speed Limit

The Job Market Is Still Moving, But It’s Doing The Speed Limit

Noah Zelvis
Noah Zelvis
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