Executive Summary The financial markets have been recalibrating their expectatio... Read All

In 2024, the S&P 500 surged more than 20%, while the dollar and bond yields...

Following a sharp rally last year, China’s stock market has returned to a period... Read All

Executive Summary The January Barometer and January Effect have been interesting... Read All

Dear all, Happy New Year! In the very first CEO House View article for 2025,...

Dear Friends of MacroMicro, As the year comes to a close, I’m thrilled we’ve s... Read All

I. The Light Side In a November 19 post titled “Yardeni And The Long History of... Read All

MacroMicro's 2025 Outlook is now available for download! Discover how Trump's r...

Inflation I: The Good In our Roaring 2020s scenario, a productivity growth boom... Read All

Looking back at 2024, the economic performance of the Eurozone and Japan has bee...