Weekly Macro Lens Updates
Fresh insights every week on global markets, policy shifts, and the forces shaping growth, inflation, and opportunity.
Recent Posts
The Macro Lens: Weekly Recap December 8th to 12th
“The economics profession advances by one confusing financial disaster at a time.” -Adam Davidson Why the December Rate Cut and Cooling Labor Market Were Actually Good News for the U.S. Economy In early December, the U.S. economy delivered a mix of signals that, while at first glance, made the common man uneasy. The Federal Reserve…
The Macro Lens: Weekly Recap December 1st to 5th
Narrative drives most of economics. Everything seems to be part of a story, and how that story is told often leads to critical error. – Barry Ritholtz December’s Opening Week The first week of December offered a snapshot of the United States economy, a market tainted with anticipation, cautious optimism, and persistent uncertainty as the…
The Macro Lens: Weekly Recap November 24th to 28th
“Economics is not an exact science. It’s a combination of an art and elements of science. And that’s almost the first and last lesson to be learned about economics: that in my judgment, we are not converging toward exactitude, but we’re improving our data bases and our ways of reasoning about them.” -Paul Samuelson Closing…