The Macro Insight
Macro InsightWeekly macroeconomic insights and market recaps. Clear explanations of global economic trends, policy moves, and financial markets. Straightforward analysis for investors, analysts, and macro enthusiasts.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | macroinsight360.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Weekly Macro Recap: Powell’s Last Stand, a Fractured Fed, and the GDP Print Nobody Wants to Talk About
The economy grew 2% in Q1. Inflation ran at 4.5%. Jerome Powell just chaired his last meeting. And markets spent the week buying tech stocks. At some point, the gap between what the data says and what asset prices imply has to close. This w...
The Weekly Macro Recap: Markets hit records as the Strait is still closed. This doesn’t add up.
The market closed this week at all-time highs. The Strait of Hormuz is still effectively shut. Oil is above $100. And the Federal Reserve’s chair may be replaced by a man who has privately promised the president lower rates. None of these f...
The World’s Most Under-Contracted Commodity Is About to Make Utilities Pay
Uranium spot prices hit $101/lb in January 2026. Utilities have secured fuel for less than 80% of their replacement needs. The coil is releasing, and the market is still pricing in a world where supply catches up.
The Weekly Macro Recap: Your Portfolio Is Priced for Peace. The Strait of Hormuz Is Not
The Strait of Hormuz opened, closed, partially opened, and closed again, all within 72 hours. If that sequence sounds chaotic, that’s because it is. But underneath the geopolitical noise, this week clarified something important: markets hav...
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Weekly macroeconomic insights and market recaps. Clear explanations of global economic trends, policy moves, and financial markets. Straightforward analysis for investors, analysts, and macro enthusiasts.
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