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The Macro and Equity Notes

The Macro & Equity Pulse

Providing in-depth research & knowledge on equities and macroeconomic developments.

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Latest Issues

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The 2026 Nebius ($NBIS) AI Discovery Award: Who Won, and Why It Matters to Investors

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The beginning of the Infrastructure Supercylce

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Broader Market classification and new developments at APH

I’d like to begin this post with a few macroeconomic observations. We currently find ourselves in a Goldilocks environment, characterized by steady economic growth and moderating inflation, a setting that is generally favorable for risk ass...

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