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The Weekly Macro Recap: The AI Trade Just Broke
Broadcom missed expectations it helped create, the jobs report killed rate cut hopes and $1 trillion left the building. Here is what comes next.
 • Macro Insight
The Commodity Supercycle Is Here
The Biggest Commodity Bull Market in a Generation Is Just Getting Started
 • Macro Insight
The Weekly Macro Recap: Stagflation Knocks. Wall Street Shrugs.
Economy Is Slowing. Inflation Is Rising. Markets Just Hit a Record. Make It Make Sense.
 • Macro Insight
The $4 Trillion Time Bomb Hidden in Plain Sight
The Trade That Could Break Markets
 • Macro Insight
The Weekly Macro Recap: The Fed’s Independence Just Became a Trade
Warsh took the oath. Markets are already betting on whether he’ll break.
 • Macro Insight
The Weekly Macro Recap: The Market That Refuses to Read the Inflation Report
Six consecutive weeks of market gains. The hottest inflation in three years. Something has to give.
 • Macro Insight
The Weekly Macro Recap: Oil’s 15% Crash, a Market at Record Highs, and the Man About to Take Over the Fed
Markets cannot have all three of these things at the same time. Something is about to break, and smart money is quietly picking sides.​​​​​​​​​​​​​​​​
 • Macro Insight
The Macro Insight
The Macro Insight
Weekly macroeconomic insights and market recaps. Clear explanations of global economic trends, policy moves, and financial markets. Straightforward analysis for investors, analysts, and macro enthusiasts.
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