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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
Macro AnalysisMacro Analysis
The Job Market Took a Deep Breath in Time To Avoid Passing Out

The Job Market Took a Deep Breath in Time To Avoid Passing Out

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Factories Are Still In A Funk, And Input Costs Keep Trying To Ruin The Vibe

Factories Are Still In A Funk, And Input Costs Keep Trying To Ruin The Vibe

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
The 2026 Corporate Resolution Looks Simple: Fewer Hires, More Bots

The 2026 Corporate Resolution Looks Simple: Fewer Hires, More Bots

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Markets Look Calm, But A New Fed Could Bring More Rate Drama

Markets Look Calm, But A New Fed Could Bring More Rate Drama

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
GDP Hit 4.3%, and the Consumer Refused to Tap Out

GDP Hit 4.3%, and the Consumer Refused to Tap Out

Noah Zelvis
Noah Zelvis
Macro AnalysisMacro Analysis
Mortgage Rates Are Falling, But Homeowners Are Still Glued To Their 3% Loans

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

Noah Zelvis
Noah Zelvis