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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

Macro NewsletterMacro Newsletter

Rates On Pause, Jobs On Watch, and Japan Just Turned the Volume Up

Noah Zelvis

Macro AnalysisMacro Analysis

Mortgage Rates Are Falling, But Homeowners Are Still Glued To Their 3% Loans

Noah Zelvis

Macro NewsletterMacro Newsletter

Locked-In Mortgages, Picky Buyers, and a CPI With Trust Issues

Noah Zelvis

Macro AnalysisMacro Analysis

Here's Where All the Retail Spending is Going This Holiday Season

Noah Zelvis

Macro NewsletterMacro Newsletter

White-Collar Jitters And CPI Thursday: Welcome To Data Catch-Up Week

Noah Zelvis

Macro AnalysisMacro Analysis

The Job Market Is Cooling, But At Least It Isn’t Falling Apart

Noah Zelvis

Macro NewsletterMacro Newsletter

Tariffs, Trust Issues, and a Fed That Can’t Agree With Itself

Noah Zelvis

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