WEFC | At Last, Our Lowly Days Are Over [PDF Download] Global equities rallied broadly on signs of progress in US-Iran negotiations. O... MacroMicro on Weekly Commentary 15 Jun 2026 Save
The Evidentiary | Energy v. AI: When the Cycle Meets the Shock [PDF Download] Markets are already trading on edge as renewed global rate-hike expectations, I... MacroMicro on The Evidentiary 10 Jun 2026 Save
WEFC | That'll Rock The SOX of Any [PDF Download] Stronger US payrolls reignited rate-hike fears last Friday, triggering a global... MacroMicro on Weekly Commentary 8 Jun 2026 Save
5 Key Points from Our Q2 MEO: Fault Lines & Feedback Loops Our MacroMicro Q2 2026 Economic Outlook explored two of the market's most press... MacroMicro on Special Topics 4 Jun 2026 Save
WEFC | Only Some Chips Are Down [PDF Download] Although the U.S.–Iran conflict has yet to fully end, markets have begun to pri... MacroMicro on Weekly Commentary 1 Jun 2026 Save
WEFC | Finally To Brass Tacks? [PDF Download] Last week, oil prices fell back below the $100 mark as US–Iran negotiations sho... MacroMicro on Weekly Commentary US Iran War 25 May 2026 Save
Rising Yields, Rising Risks: Global Bond Yields Surge Again Following the Trump-Xi Meeting What You Should Know Recently, markets have been highly focused on bond market r... MacroMicro on Special Topics 20 May 2026 Save
WEFC | Summertime, See My Yields [PDF Download] From May 13 to 15, President Trump returned to Beijing for the first time in ni... MacroMicro on Weekly Commentary US Iran War 18 May 2026 Save
[Open Access] On the Question | May Client Q&A Q1. Q1 2026 earnings broadly beat expectations despite elevated oil prices. What... Read All MacroMicro on On the Question 14 May 2026 Save
WEFC | The Biggest Is Yet to Come [PDF Download] Global equities extended gains last week as earnings beat expectations and US-Ir... MacroMicro on Weekly Commentary 11 May 2026 Save
