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Macro NewsletterMacro Newsletter

Big Resets, Consumer Pulse, and a Risk-Off Aftertaste

Noah Zelvis

Macro AnalysisMacro Analysis

Tariffs Are Back, So Pricing Power Is All That Matters

Noah Zelvis

Macro NewsletterMacro Newsletter

Tariff Whiplash, a 150 Day Timer, and Everything You Need to Know

Noah Zelvis

Macro AnalysisMacro Analysis

Inflation Finally Played Nice, Now Here Is How To Take The W

Noah Zelvis

Macro NewsletterMacro Newsletter

Wallet Whiplash Meets a Price Reset: Here’s How To Play It

Noah Zelvis

Macro AnalysisMacro Analysis

Scrubs, Servers, and Silent Cubicles: The Job Market Is Rotating Fast

Noah Zelvis

Macro NewsletterMacro Newsletter

Gas Down, Tariffs in the Blender, and Housing on Ice: Here’s the Setup

Noah Zelvis

Macro AnalysisMacro Analysis

The Economy’s Scoreboard Is Tilting Toward Owners, Not Workers

Noah Zelvis

Macro NewsletterMacro Newsletter

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

Noah Zelvis

Macro AnalysisMacro Analysis

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

Noah Zelvis

Macro NewsletterMacro Newsletter

Data’s Delayed, But Market Narratives Aren’t

Noah Zelvis

Macro AnalysisMacro Analysis

Factories Are Cooling, But The Productivity Cycle Is Heating Up

Noah Zelvis

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