Macro Newsletter

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

Big Resets, Consumer Pulse, and a Risk-Off Aftertaste

Tariff Whiplash, a 150 Day Timer, and Everything You Need to Know

Wallet Whiplash Meets a Price Reset: Here’s How To Play It

Gas Down, Tariffs in the Blender, and Housing on Ice: Here’s the Setup

AI Splurges, Hiring Freeze, and a Global Supply-Chain Flex: Here’s the Setup

Data’s Delayed, But Market Narratives Aren’t