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Soft Jobs, Stiff Tariffs, and an AI Safety Net Move Markets This Week

Soft Jobs, Stiff Tariffs, and an AI Safety Net Move Markets This Week

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
AI Cranes and Grumpy Shoppers With a Dollar That Thinks It's Bulletproof

AI Cranes and Grumpy Shoppers With a Dollar That Thinks It's Bulletproof

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December Rate Cut Is Still a Toss-Up, Even With AI Doing the Heavy Lifting

December Rate Cut Is Still a Toss-Up, Even With AI Doing the Heavy Lifting

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December’s Still a Maybe, But These Opportunities Are Well-Done

December’s Still a Maybe, But These Opportunities Are Well-Done

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Housing Thaw, Data Fog, and Cheaper Turkey This Year

Housing Thaw, Data Fog, and Cheaper Turkey This Year

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
December’s Not Decided, But Risk Is Already Moving For Your Portfolio

December’s Not Decided, But Risk Is Already Moving For Your Portfolio

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Affordability Promises, Tariff Rollbacks, and a Fed on the Fence

Affordability Promises, Tariff Rollbacks, and a Fed on the Fence

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Shutdown’s Over, But the Data’s Still Not There

Shutdown’s Over, But the Data’s Still Not There

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Shutdown Endgame, $2K Tariff Tease, And A Moody Consumer: Here’s How To Play It

Shutdown Endgame, $2K Tariff Tease, And A Moody Consumer: Here’s How To Play It

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
A Gameplan For Less Runways, More Rate Jitters, and Real-World Bills

A Gameplan For Less Runways, More Rate Jitters, and Real-World Bills

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
Tariffs Fizzle, Layoffs Sizzle: Your Playbook for a Data-Starved Week

Tariffs Fizzle, Layoffs Sizzle: Your Playbook for a Data-Starved Week

Noah Zelvis
Noah Zelvis
Macro NewsletterMacro Newsletter
After the Cut, Powell’s Maybe-Maybe-Not December And Your Portfolio

After the Cut, Powell’s Maybe-Maybe-Not December And Your Portfolio

Noah Zelvis
Noah Zelvis