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New Fed Chair Energy, Softer Dollar Vibes, and a Housing Plot Twist

New Fed Chair Energy, Softer Dollar Vibes, and a Housing Plot Twist

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Europe Can’t Quit America, and Markets Know It

Europe Can’t Quit America, and Markets Know It

Noah Zelvis
Noah Zelvis
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January’s Earthquake Month with Greenland, the Fed, and Japan’s Bond Wake-Up Call

January’s Earthquake Month with Greenland, the Fed, and Japan’s Bond Wake-Up Call

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Tariffs Make a Land Grab While Housing Stages a Cage Match

Tariffs Make a Land Grab While Housing Stages a Cage Match

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Inflation Is Cooling, But Your Grocery Bill Did Not Get the Memo

Inflation Is Cooling, But Your Grocery Bill Did Not Get the Memo

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Fed Drama, Sticky Groceries, and an AI-Led World Tour

Fed Drama, Sticky Groceries, and an AI-Led World Tour

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Weak Jobs, Housing Hacks, and a Trade Plot Twist: Here’s What Matters This Week

Weak Jobs, Housing Hacks, and a Trade Plot Twist: Here’s What Matters This Week

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Data Backlogs, a Housing Shock, and a Wage Wave Jump Start 2026

Data Backlogs, a Housing Shock, and a Wage Wave Jump Start 2026

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Tariff U-Turns, A Cautious Fed, and a Condo Reality Check

Tariff U-Turns, A Cautious Fed, and a Condo Reality Check

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Headcount Freeze, Homebuyers Stir, and Customs Gets Grumpy

Headcount Freeze, Homebuyers Stir, and Customs Gets Grumpy

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Mexico Wins the Tariff Shuffle While the Data Calendar Sleeps

Mexico Wins the Tariff Shuffle While the Data Calendar Sleeps

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Rates On Pause, Jobs On Watch, and Japan Just Turned the Volume Up

Rates On Pause, Jobs On Watch, and Japan Just Turned the Volume Up

Noah Zelvis
Noah Zelvis