Macro Newsletter

Macro AnalysisDealsTESTMacro Newsletter
Macro NewsletterMacro Newsletter
Bad Vibes, High Rates, and a Barbecue Bill

Bad Vibes, High Rates, and a Barbecue Bill

Sentiment hits a record low, mortgage rates climb, food costs bite, and trade routes shift.

Macro NewsletterMacro Newsletter
Homes Hold, China Slows, and the World Gets Pricier

Homes Hold, China Slows, and the World Gets Pricier

Home deals rise, China slows, retail cools, and global growth takes another energy hit.

Macro NewsletterMacro Newsletter
Consumers Cooled, Claims Crept, and Oil Still Runs the Show

Consumers Cooled, Claims Crept, and Oil Still Runs the Show

Retail sales slow, claims rise, oil squeezes consumers, and U.K. growth gets tested.

Macro NewsletterMacro Newsletter
Retail Pinch, Export Pop, and a Fed Handoff

Retail Pinch, Export Pop, and a Fed Handoff

Inflation jumps, Europe’s shoppers wobble, China exports rebound, and Warsh nears the Fed.

Macro NewsletterMacro Newsletter
Jobs Pop, Gas Bites, and China Ships

Jobs Pop, Gas Bites, and China Ships

Hiring beats, gas squeezes wallets, China exports rebound, and tariffs hit another legal wall.

Macro NewsletterMacro Newsletter
Europe Hits the Brakes While Tariffs Tap the Gas

Europe Hits the Brakes While Tariffs Tap the Gas

Europe eyes hikes, U.S. tariff threats return, foreclosures rise, and fares may climb.

Macro NewsletterMacro Newsletter
Whiskey, Wafers, and a Rate-Cut Hangover

Whiskey, Wafers, and a Rate-Cut Hangover

Taiwan rips, inflation bites, whisky gets a break, and the Fed looks in no mood to blink.

Macro NewsletterMacro Newsletter
Confidence Games and Concrete Pours

Confidence Games and Concrete Pours

Housing starts jump, confidence firms, Europe gets jumpier, and China’s factories keep grinding.

Macro NewsletterMacro Newsletter
Bad Vibes, Busy Factories, and Houses That Still Move

Bad Vibes, Busy Factories, and Houses That Still Move

Sentiment breaks records, factories rush orders, claims stay calm, and housing is picky, not dead.

Macro NewsletterMacro Newsletter
Gas Pumps, House Hints, and Europe’s Nerves

Gas Pumps, House Hints, and Europe’s Nerves

Retail sales pop, housing shows life, Japan exports jump, and Europe is still sweating energy.

Macro NewsletterMacro Newsletter
Refunds, Repricing, and a Borderline Headache

Refunds, Repricing, and a Borderline Headache

Euro inflation reheats, USMCA nerves rise, tariff refunds start, and U.S. layoffs stay low.

Macro NewsletterMacro Newsletter
Trade Winds and Tight Belts

Trade Winds and Tight Belts

China exports cool, Singapore tightens, housing stumbles, and the labor pool keeps shrinking.