Macro Newsletter

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No Cuts, No Calm, No Clarity

No Cuts, No Calm, No Clarity

Noah Zelvis
Noah Zelvis
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Tariff Tension Meets Inflation Test

Tariff Tension Meets Inflation Test

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Is “T-Bill and Chill” Still the Move?

Is “T-Bill and Chill” Still the Move?

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Trade Deal Pressure is Back On (And Heating Up!)

Trade Deal Pressure is Back On (And Heating Up!)

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Vietnam Trade Deal Makes Retail Stocks a Hot Commodity (Again)

Vietnam Trade Deal Makes Retail Stocks a Hot Commodity (Again)

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
GreenTech and Solar Stocks are in Trump’s Tax Plan Crosshairs

GreenTech and Solar Stocks are in Trump’s Tax Plan Crosshairs

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Euro Spending Pledge Sparks Defense Stock Surge

Euro Spending Pledge Sparks Defense Stock Surge

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Oil Pricing in the Spotlight as Supply Chains Tighten

Oil Pricing in the Spotlight as Supply Chains Tighten

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Chaos Looms: $6 Trillion Options Expiration Spurs Biggest-Ever Triple Witching Event on Friday

Chaos Looms: $6 Trillion Options Expiration Spurs Biggest-Ever Triple Witching Event on Friday

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Shipping Stocks Offer Compelling Upside Amid Stormy Trade Conditions

Shipping Stocks Offer Compelling Upside Amid Stormy Trade Conditions

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Rating Downgrade May End Short-Lived Stock Market Rally

Rating Downgrade May End Short-Lived Stock Market Rally

Noah Zelvis
Noah Zelvis