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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 10 months ago | Last Issue | 7 days ago |
| Active | |||||
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macroinsight360.substack.comLatest Issues
The Weekly Macro Recap: The Fed Isn't Setting Your Rates Anymore.
Your portfolio hit a record high this week. So did something less pleasant: the 10-year Treasury yield reached its highest level since April 2002. Those two facts can coexist for a while, but this week showed which one is getting impatient....
France Is Fraying. The Euro Is Paying.
The euro has fallen four weeks in a row, and the problem is not Greece or Italy. It is France, the eurozone's second-largest economy, which now borrows at higher yields than Rome. When the supposed core trades like the periphery, the old ru...
The Weekly Macro Recap: Your borrowing costs just hit a 24-year high
Payrolls rose by just 29,000 on Friday against 84,000 expected, October rate hike odds collapsed from roughly 70% to about 14%, and the 10-year Treasury yield was still trading higher by the afternoon. When bad economic news stops lifting b...
The Nuclear Renaissance
AI has made electricity the binding constraint on tech growth. Data centers need power that never blinks, and hyperscalers have decided nuclear is the carbon-free source that delivers it. The US Department of Energy projects that data cente...
Wall Street Just Priced In an Iran Deal That Hasn't Been Signed Yet
Stocks rallied hard this week on the strength of diplomacy that produced a road map, not a signature. Oil slid, yields eased, and the S&P notched its best stretch since early August, all because negotiators in New York started talking serio...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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The writers behind this newsletter.
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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