From Vaults to Blockchain: Defensive Gold, Offensive Stablecoins in the Currency War Almost a month has passed since the GENIUS Act became law, and while the immedi... MacroMicro on Special Topics 15 Aug 2025 Save
WEFC | Let the Chips Fall Where They Pay [PDF Download] Last week, Trump announced sweeping tariffs on semiconductor imports, imposing... MacroMicro on Weekly Commentary 11 Aug 2025 Save
WEFC | “You’re Fired”—Said the Jobs Report First [PDF Download] The U.S. job market is showing signs of strain. July’s employment report was we... MacroMicro on Weekly Commentary 4 Aug 2025 Save
WEFC | Friday Night Frights? Counting Down to the Sequel [PDF Download] Global markets continue to rise as August 1 approaches, widely referred to as “... MacroMicro on Weekly Commentary 28 Jul 2025 Save
Investors' Guide to 2H 2025: 10 Critical Charts to Navigate Trade, Tech, & Turbulence As markets grow less reactive to tariff developments, global equities continue... MacroMicro on Special Topics 25 Jul 2025 Save
WEFC | Wall Street Keeps Popping Bottles [PDF Download] The US S&P 500 Index hit a record high last week. With monetary policy unde... MacroMicro on Weekly Commentary 21 Jul 2025 Save
Crypto Regulated, Treasury Elevated: How the US is Weaponizing Regulation to Reinforce Dollar Dominance [PDF Download] The US Congress is on the verge of passing the GENIUS Act—a bill that could fun... MacroMicro on Special Topics 17 Jul 2025 Save
WEFC | Each Domino A Tower [PDF Download] Trump has expanded its tariff campaign to the EU, Mexico, and Japan—using trade... MacroMicro on Weekly Commentary 14 Jul 2025 Save
[Open Access PDF] No S.W.A.K., Just Flak: Trump’s Tariff Strategy Update Download the Full Report for Free Trump’s Tariff Strategy Update Dear all, S... Read All MacroMicro on Special Topics Weekly Commentary 10 Jul 2025 Save
WEFC | Tariff Time-Out: Trump Hits Snooze [PDF Download] As markets buzzed over July 9 as the key tariff deadline, Trump revealed that t... MacroMicro on Weekly Commentary 7 Jul 2025 Save