US Earnings: Is Software Back, and Is the Pricing-Up Narrative Over? A Guide to Understanding Capital Rotation What You Should Know According to FactSet, as of Friday, August 7, 88% of S&... MacroMicro on Special Topics 13 Aug 2026 Save
WEFC | Jobs With the Lob [PDF Download] Last week, the U.S. and Iran reopened talks on a temporary agreement over the S... MacroMicro on Weekly Commentary 10 Aug 2026 Save
H2 2026 Global Central Bank Outlook As we move into the second half of 2026, with the shock of the U.S.–Iran confli... MacroMicro on Special Topics 4 Aug 2026 Save
WEFC | Joint Inter-Yen-tion [PDF Download] Global tech stocks faced selling pressure last week amid concerns over Big Tech... MacroMicro on Weekly Commentary 3 Aug 2026 Save
WEFC | Cash Flows Gettin’ Low [PDF Download] Global equities mostly fell last week as strong Google earnings were overshadow... MacroMicro on Weekly Commentary 27 Jul 2026 Save
N2 Arrives, Capex Climbs: TSMC Doubles Down on AI Investment TSMC held its 2026 Q2 earnings conference on July 16. Not only did revenue once... MacroMicro on Special Topics 22 Jul 2026 Save
[Open Access PDF] WEFC | Down To The Wires? Global markets pulled back as the Iran-Israel ceasefire collapsed and renewed p... Read All MacroMicro on Weekly Commentary US Iran War 20 Jul 2026 Save
[Open Access PDF] On the Question | July Client Q&A The market is moving beyond a single dominant narrative. Capital is broadening... Read All MacroMicro on On the Question 16 Jul 2026 Save
WEFC | Who’s Got The Leverage? Global markets absorbed a third round of US strikes on Iran and a Hormuz closur... Read All MacroMicro on Weekly Commentary 13 Jul 2026 Save
At The Half: Where Global Capital Is Moving and the ETF Strategies Ahead What You Should Know As the first half of 2026 came to a close, global capital f... MacroMicro on Special Topics 9 Jul 2026 Save
