Weekly Macro Briefing

Understand the Forces Moving Markets

The macro monday newsletter is a weekly macroeconomic briefing built for investors who want signal over noise.

Each edition breaks down what’s happening across currencies, rates, equities, real estate, commodities, and bitcoin — and explains why it matters. We focus on big-picture capital flows, monetary policy, and structural shifts shaping asset prices.

Currencies & Rates

Dollar, yield curve,
liquidity shifts

Equities & Real Estate

Capital flows and
risk regimes

Commodities & Bitcoin

Hard assets in a
debt cycle

Positioning Insight

What it means for
portfolios