Archive - The Macro Signal

The Morning Signal | July 21, 2026

The market is absorbing an energy shock it hasn’t priced. The bill comes with a lag.

13 hrs ago

How I separate investment signals from the market's noise in global macro.

22 hrs ago

The Macro Pulse | July 20th, 2026

Global growth has not rolled over, but breadth has been narrowing materially.

Jul 20

The Morning Signal | July 20, 2026

The dominant overnight impulse is stagflationary rather than conventional risk-off.

Jul 20

Catalyst Watch - Week Ahead | July 20th, 2026

Will energy prices remain an isolated inflation shock or begin to erode growth and risk appetite? Watch global PMIs, housing, AI earnings and credit…

Jul 19

The Morning Signal | July 19, 2026

The dominant macro transition is from a benign disinflation narrative toward a contained stagflationary shock, with stress concentrated in AI leadership…

Jul 1

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