The Daily Macro
Episodes
Yield Signals and Global Slowdown: Cracks Beneath the Surface
09 Jul 2025
Contributed by Lukas
On July 8th, markets digested a confluence of signals pointing to a weakening global growth narrative. U.S. Treasury yields dropped sharply, led by th...
Tariffs, Tensions, and a Stuck Economy: Decoding July’s Market Shake-Up
08 Jul 2025
Contributed by Lukas
Markets dropped, inflation fears surged, and the global macro landscape shifted under the weight of new U.S. tariff threats and geopolitical flare-ups...
Soft Landing or Stagflation? The Weekend Macro Crosscurrents
07 Jul 2025
Contributed by Lukas
In this July 7 episode of The Daily Macro, we unpack a high-stakes weekend of economic signals and policy maneuvers. U.S. equities soared to new recor...
Daily Macro Investor Update: July 2, 2025
03 Jul 2025
Contributed by Lukas
Private payrolls fell 33 k in June, the first drop in two years, jolting Fed-cut odds but leaving Treasury yields slightly higher on fiscal-debt worri...
Daily Macro Investor Update: July 1, 2025
02 Jul 2025
Contributed by Lukas
Markets shifted decisively on July 1 as dovish Fed signals clashed with surprisingly strong labor data. In this episode, we dissect Powell’s latest ...