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Macro NewsletterMacro Newsletter
AI Splurges, Hiring Freeze, and a Global Supply-Chain Flex: Here’s the Setup

AI Splurges, Hiring Freeze, and a Global Supply-Chain Flex: Here’s the Setup

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The AI Buildout Just Turned Into America’s Biggest Construction Project

The AI Buildout Just Turned Into America’s Biggest Construction Project

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Data’s Delayed, But Market Narratives Aren’t

Data’s Delayed, But Market Narratives Aren’t

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Factories Are Cooling, But The Productivity Cycle Is Heating Up

Factories Are Cooling, But The Productivity Cycle Is Heating Up

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Tariff Truces, Data Blackouts, and the Great Buyer Comeback

Tariff Truces, Data Blackouts, and the Great Buyer Comeback

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
A New Fed Chair Means One Thing: More Edge In Rates And More Opportunity In Volatility

A New Fed Chair Means One Thing: More Edge In Rates And More Opportunity In Volatility

Noah Zelvis
Noah Zelvis
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
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