Douglas

Feb 13

Today's CPI Print: A Bullish Signal for the Endogenous Credit Cycle

Individual Feb 11

Trump’s Economic Vision: A European Replay?

Donald Trump’s top economic advisor, Kevin Hassett, recently outlined the administration’s economic vision, and after digging into the details, one thing stands out: it Free Feb 11

02/11/2025 Market Update

Individual Feb 5

02/05/2025 Market Update

Individual Feb 4

Tariffs, Growth, and Inflation: What No One is Talking About

The discussion around tariffs often gets caught up in political rhetoric, but if we take a step back and analyze the mechanics from a macroeconomic perspective, Free Feb 3

The Credit Cycle, Government Spending Cuts, and the Macroeconomic Outlook

Individual Jan 28

01/28/2025 Market Update

Individual Jan 26

The Trump Administration’s First Moves: Credit Cycle to Credit Bubble?

Individual Jan 24

Trump 2.0: What It Means for Markets and Fiscal Flows

The Trump 2.0 era has officially begun, and it’s off to a fast-paced start. In just a few days, we’ve seen sweeping changes, Free Jan 20

01/20/2025 Market Update

Individual Jan 17

Understanding Rising Treasury Yields: Debunking the Macro Bear Narratives

Treasury yields have been climbing steadily, particularly on the long end of the curve, sparking renewed chatter from macro bears who see this as the harbinger Free Jan 16

Inflection Point for Yields - Inflation & Employment

Individual