Macro Newsletter

Pink Slips, Pill Prices, and a Dollar That Won’t Sit Down

AI job fears, drug-tariff drama, ECB hawk talk, and a stubborn dollar keep markets on edge.

Mortgage Rates, Monster Jobs, and a Growth Forecast With Main Character Energy

Jobs bounced, housing winced, and the White House is selling a sunnier future than most economists.

Rate Me Maybe, but First Check the Mortgage

Mortgage demand is cooling, hiring looks shakier, and the economy is feeling a little less bulletproof.

Probes, Pauses, and a Pre-Summit Poker Game

China opens trade probes, tariff clocks tick, and markets navigate a data desert while DC stays dark.

Bargain Hunters, Central Bankers, and an Energy Bill With Teeth

Housing looks cheaper, Asia is hanging in, and central banks are still sweating energy-fed inflation.

Trade Me Maybe: Why This Market Keeps Flirting With Slower Growth

Trade is losing steam, oil is still a problem, and the world economy is starting to feel less invincible.

Fed Up and Fired Up: Why This Market Still Can’t Catch a Break

The Fed hit pause, oil still matters, trade noise lingers, and housing is trying to wake up.

Trade Winds and Mixed Signals: Better Bring a Bigger Jacket

Inflation looks calm on paper, but trade probes, oil, and cross-border cracks are keeping markets jumpy.

CPI, PCE, and the Inflation Plot Twist

CPI looks cooler, PCE looks sticky, and oil is trying to drag both in the wrong direction.

The Fed’s Headache Just Got a Second Headache

"Hormuz, We Have a Problem": And Markets Are Feeling It at the Pump

Mortgage Rates Hit the 5s, and House Hunters Suddenly Remember How to Open Redfin