CEO House View | Stocks Rebound, Yields Hit New Highs, but the Dollar Weakens: Making Sense of the Divergence Dear all, Amid the market shifts in August, US long-term Treasury yields moved h... Rachel Chen on CEO HouseView 27 Aug 2026 Save
CEO House View | Solid Foundations, Shifting Signals: Why Liquidity Still Supports Markets as AI Earnings Enter a New Phase Dear all, In July, the market leadership that had been dominated by technology o... Rachel Chen on CEO HouseView 31 Jul 2026 Save
CEO House View | Geopolitics Fade, Fed Reforms: A Bull Market Backed by Fundamentals Dear all, Technology shares faced selling pressure toward the end of June. Taiwa... Rachel Chen on CEO HouseView 25 Jun 2026 Save
CEO House View | Warsh’s Debut Puts Markets to the Test: Why AI Fundamentals Keep Equities on Top Dear all, Markets in May were characterized by a clear divergence between equiti... Rachel Chen on CEO HouseView 28 May 2026 Save
Founder’s Letter | MacroMicro Is Becoming The AI-Native Macro Terminal Dear MacroMicro users, I’m Rachel, founder of MacroMicro. Something important is... Read All Rachel Chen 18 May 2026 Save
CEO House View | The Worst of the Middle East Conflict Is Behind Us, Fundamentals Are Back in Charge Dear all, In April, oil prices remained elevated and volatile, while global equi... Rachel Chen on CEO HouseView US Iran War 30 Apr 2026 Save
CEO House View | Geopolitics Forces an Early Valuation Reset—The Market’s Inflection Point Is Taking Shape Dear all, In the introduction of our March CEO House View, we pointed out that o... Rachel Chen on CEO HouseView US Iran War 26 Mar 2026 Save
CEO House View | Why Oil Prices Now Matter More Than the Fed Dear all, With the Lunar New Year holiday now behind us, MacroMicro wishes every... Rachel Chen on CEO HouseView US Iran War 26 Feb 2026 Save
CEO House View | These Bulls Run on Chaos: The Fundamentals Are Sending a Clear Signal Dear all, Market performance in January was highly concentrated in gold, rare ea... Rachel Chen on CEO HouseView 30 Jan 2026 Save
2026 MEO | A Defining Moment for Global Power and AI Since taking office, Trump has rolled out reciprocal tariffs, industry-specific... Rachel Chen on CEO HouseView Outlook 2026 22 Jan 2026 Save
