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Insights

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

Global Economy, Markets 1 min.

10/14/2026

Mid-Week Briefing: September CPI Data Strongly Challenges the Consensus Forecast of Slowing Inflation

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?

Global Economy 1 min.

09/23/2026

Mid-Week Briefing: What must the US do to prevent losing to China in the manufactured “AI race”?

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?