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Noah Zelvis

Noah Zelvis

Macro NewsletterMacro Newsletter
Soft Jobs, Stiff Tariffs, and an AI Safety Net Move Markets This Week
Dec 05, 2025

Soft Jobs, Stiff Tariffs, and an AI Safety Net Move Markets This Week

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Tariffs Are Putting Factories in a Funk, But Your Portfolio Does Not Have to Join Them
Dec 04, 2025

Tariffs Are Putting Factories in a Funk, But Your Portfolio Does Not Have to Join Them

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
AI Cranes and Grumpy Shoppers With a Dollar That Thinks It's Bulletproof
Dec 02, 2025

AI Cranes and Grumpy Shoppers With a Dollar That Thinks It's Bulletproof

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Home Prices Cool, Buyers Get Picky, and Housing Plays Worth a Second Helping
Dec 01, 2025

Home Prices Cool, Buyers Get Picky, and Housing Plays Worth a Second Helping

House prices are barely budging, mortgage rates are still heavy, and buyers are slow-walking decisions into year-end

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December Rate Cut Is Still a Toss-Up, Even With AI Doing the Heavy Lifting
Nov 28, 2025

December Rate Cut Is Still a Toss-Up, Even With AI Doing the Heavy Lifting

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December’s Still a Maybe, But These Opportunities Are Well-Done
Nov 28, 2025

December’s Still a Maybe, But These Opportunities Are Well-Done

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Cautious Carts Slide Into Value, Membership, and Everyday Eats
Nov 27, 2025

Cautious Carts Slide Into Value, Membership, and Everyday Eats

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Housing Thaw, Data Fog, and Cheaper Turkey This Year
Nov 25, 2025

Housing Thaw, Data Fog, and Cheaper Turkey This Year

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Jobs Popped but the Fed Is Still Squinting, So Lean Into Resilience
Nov 24, 2025

Jobs Popped but the Fed Is Still Squinting, So Lean Into Resilience

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December’s Not Decided, But Risk Is Already Moving For Your Portfolio
Nov 21, 2025

December’s Not Decided, But Risk Is Already Moving For Your Portfolio

Noah Zelvis
Noah Zelvis
Latest macroeconomic trends, market-moving news, and key indicators to watch.

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Latest macroeconomic trends, market-moving news, and key indicators to watch.

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