Macro Analysis

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

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

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Scrubs, Servers, and Silent Cubicles: The Job Market Is Rotating Fast

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

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Economy’s Scoreboard Is Tilting Toward Owners, Not Workers

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

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The AI Buildout Just Turned Into America’s Biggest Construction Project

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

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Factories Are Cooling, But The Productivity Cycle Is Heating Up

Factories Are Cooling, But The Productivity Cycle Is Heating Up

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
A New Fed Chair Means One Thing: More Edge In Rates And More Opportunity In Volatility

A New Fed Chair Means One Thing: More Edge In Rates And More Opportunity In Volatility

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Fed Hit Pause, And The Market Said Ok Cool, We’ll Overthink It Anyway

Fed Hit Pause, And The Market Said Ok Cool, We’ll Overthink It Anyway

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
How to Invest When Governments Keep Swiping the National Credit Card

How to Invest When Governments Keep Swiping the National Credit Card

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Tariffs As Territory Leverage Is a Whole New Level of Trade War Energy

Tariffs As Territory Leverage Is a Whole New Level of Trade War Energy

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Grocery Game Is Winnable Again, And These Stocks Fit The New Bill

The Grocery Game Is Winnable Again, And These Stocks Fit The New Bill

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Fed Got Cut, Then Got Cut Up, and Markets Are Trying Not to Spill Their Coffee

The Fed Got Cut, Then Got Cut Up, and Markets Are Trying Not to Spill Their Coffee

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The Job Market Is Still Moving, But It’s Doing The Speed Limit

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

Noah Zelvis
Noah Zelvis