Weekly macro intelligence covering economic data, Fed policy, credit markets, and fiscal signals. Free every Sunday.
Weekly SitRep
+7
Apr 27, 2026
•
9 min read
Weekend Iran talks, April 30 GDP + PCE, mega-cap earnings, and Powell's last FOMC. All in ten days.
+4
Apr 20, 2026
8 min read
The IRGC reopened fire. The market didn't flinch. Something has to give.
+2
Apr 13, 2026
11 min read
CPI at 3.3%. Hormuz still closed. The market priced in a deal that just died.
+6
Apr 6, 2026
10 min read
Gold at extremes. Equities at all-time lows. The rotation is decisive.
Mar 30, 2026
Credit, housing, and funding markets all flashing at once.
Mar 22, 2026
March 22, 2026
