Macro Newsletter

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Whiskey, Wafers, and a Rate-Cut Hangover

Whiskey, Wafers, and a Rate-Cut Hangover

Taiwan rips, inflation bites, whisky gets a break, and the Fed looks in no mood to blink.

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Confidence Games and Concrete Pours

Confidence Games and Concrete Pours

Housing starts jump, confidence firms, Europe gets jumpier, and China’s factories keep grinding.

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Bad Vibes, Busy Factories, and Houses That Still Move

Bad Vibes, Busy Factories, and Houses That Still Move

Sentiment breaks records, factories rush orders, claims stay calm, and housing is picky, not dead.

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Gas Pumps, House Hints, and Europe’s Nerves

Gas Pumps, House Hints, and Europe’s Nerves

Retail sales pop, housing shows life, Japan exports jump, and Europe is still sweating energy.

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Refunds, Repricing, and a Borderline Headache

Refunds, Repricing, and a Borderline Headache

Euro inflation reheats, USMCA nerves rise, tariff refunds start, and U.S. layoffs stay low.

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Trade Winds and Tight Belts

Trade Winds and Tight Belts

China exports cool, Singapore tightens, housing stumbles, and the labor pool keeps shrinking.

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Inflation’s Still Hot, and AI’s Still Hungry

Inflation’s Still Hot, and AI’s Still Hungry

Hot inflation, AI export firepower, softer factory demand, and a market still trading on the next headline.

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

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.

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

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.

Noah Zelvis
Noah Zelvis
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Rate Me Maybe, but First Check the Mortgage

Rate Me Maybe, but First Check the Mortgage

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

Noah Zelvis
Noah Zelvis
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Probes, Pauses, and a Pre-Summit Poker Game

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.

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

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.

Noah Zelvis
Noah Zelvis