We value your privacy

We use cookies to enhance your browsing experience and analyze our traffic. Please choose your preferences.

Insights

Understand the current market trends with the latest news, strategies, and analysis.

Global Economy, Policy 1 min.

10/28/2026

Mid-Week Briefing: Are Companies Paying Peak Prices for Tomorrow’s Compute Capacity?

Global Economy, Markets, Policy 1 min.

10/21/2026

Mid-Week Briefing: Are This Week’s Signals Pointing to a Market-Regime Shift?

Markets, Policy 2 mins.

10/08/2026

Will Rising Treasury Yields Trigger a Fed-Treasury Accord 2.0?

Markets, Policy 2 mins.

10/08/2026

Could a Fed-Treasury Accord 2.0 Be Taking Shape?

Markets, Policy 2 mins.

10/01/2026

Does the Equity Market Remain a Coiled Spring?

Markets, Policy 1 min.

09/30/2026

Mid-Week Briefing: Are We at Peak Good News Regarding Inflation?

Markets, Policy 2 mins.

09/25/2026

Is the Fed Tightening Now to Ease Later?

Markets, Policy 2 mins.

09/24/2026

Bond Market Meltdown: Which Inning Are We In?

Policy 1 min.

09/16/2026

Mid-Week Briefing: Does the Kevin Warsh Fed want investors to buy stocks or bonds?

Global Economy, Markets, Policy 1 min.

09/09/2026

Mid-Week Briefing: Will Central Banks Cause Problems for Investors This Fall?

Markets, Policy 1 min.

09/02/2026

Mid-Week Briefing: Can Risk Assets Survive 1-2 Rate Hikes?

Markets, Policy 2 mins.

08/28/2026

Will AI Pull Forward a U.S. Fiscal Crisis?

Markets, Policy 1 min.

08/26/2026

Mid-Week Briefing: Is 42 Macro’s Stock Market Bubble Thesis Intact?

Global Economy, Policy 1 min.

08/19/2026

Mid-Week Briefing: Is the Cost of Capital Too Cheap?

Markets, Policy 1 min.

08/12/2026

Mid-Week Briefing: Is the AI Capex Bubble’s Increasing Reliance on Circular Financing Bullish or Bearish?