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
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
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
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
Squeezed by Silicon: What Apple's Price Hike Means for the Consumer Market What You Should Know Apple made the unusual decision last week to raise prices,... MacroMicro on Special Topics 2 Jul 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
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
The AI Race Is No Longer Zero-Sum: Why Intensifying Competition May Be Extending the Infrastructure Supercycle What You Should Know Recent reports suggesting that OpenAI had missed internal r... MacroMicro on Special Topics 8 May 2026 Save
TSMC Q1 2026: Record Results and Rare Capacity Expansion as the AI Megatrend Takes Shape What You Should Know TSMC held its earnings call on April 16. In the week leadin... MacroMicro on Special Topics 17 Apr 2026 Save
Is Inflation Spiraling? Oil, Tariffs & AI in the New Pricing Cycle What You Should Know Following the outbreak of the US–Iran conflict, markets hav... MacroMicro on Special Topics US Iran War 9 Apr 2026 Save
