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