Archive | Macro Notes

Macro Notes
Archive
Page 4

Archive

Macro NewsletterMacro Newsletter

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

Noah Zelvis

Macro AnalysisMacro Analysis

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

Noah Zelvis

Macro NewsletterMacro Newsletter

Weak Jobs, Housing Hacks, and a Trade Plot Twist: Here’s What Matters This Week

Noah Zelvis

Macro AnalysisMacro Analysis

The Job Market Took a Deep Breath in Time To Avoid Passing Out

Noah Zelvis

Macro NewsletterMacro Newsletter

Data Backlogs, a Housing Shock, and a Wage Wave Jump Start 2026

Noah Zelvis

Macro AnalysisMacro Analysis

Factories Are Still In A Funk, And Input Costs Keep Trying To Ruin The Vibe

Noah Zelvis

Macro NewsletterMacro Newsletter

Tariff U-Turns, A Cautious Fed, and a Condo Reality Check

Noah Zelvis

Macro AnalysisMacro Analysis

The 2026 Corporate Resolution Looks Simple: Fewer Hires, More Bots

Noah Zelvis

Macro NewsletterMacro Newsletter

Headcount Freeze, Homebuyers Stir, and Customs Gets Grumpy

Noah Zelvis

Macro AnalysisMacro Analysis

Markets Look Calm, But A New Fed Could Bring More Rate Drama

Noah Zelvis

Macro NewsletterMacro Newsletter

Mexico Wins the Tariff Shuffle While the Data Calendar Sleeps

Noah Zelvis

Macro AnalysisMacro Analysis

GDP Hit 4.3%, and the Consumer Refused to Tap Out

Noah Zelvis

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