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Macro

General macroeconomics, analysis of Fed actions, etc

PolicyEnforcementMacroMarketsETFs
MacroMacro
⚒️ Labor data dump
4 hours ago

⚒️ Labor data dump

Continued weakness will embolden FOMC doves

Felix Jauvin
Felix Jauvin
MacroMacro
⚖️ Power struggles
Aug 28, 2025

⚖️ Power struggles

Fed independence back in the limelight

Felix Jauvin
Felix Jauvin
MacroMacro
📣 Powell’s last stand
Aug 21, 2025

📣 Powell’s last stand

All eyes are on Jackson Hole for rate cut hints

Felix Jauvin
Felix Jauvin
MacroMacro
✂️ Cutting-edge considerations
Aug 14, 2025

✂️ Cutting-edge considerations

Cut and go big or no rate cut?

Felix Jauvin
Felix Jauvin
MacroMacro
🪨 A rock and a hard place
Aug 07, 2025

🪨 A rock and a hard place

The Fed’s divided mandate

Felix Jauvin
Felix Jauvin
MacroMacro
👋 Dismissing dissents
Jul 31, 2025

👋 Dismissing dissents

Fed chair remains sternly hawkish

Felix Jauvin
Felix Jauvin
MacroMacro
🙌 Tempting the market gods
Jul 24, 2025

🙌 Tempting the market gods

Fed independence is being tested. What’s next?

Felix Jauvin
Felix Jauvin
MacroMacro
🫀 Pulse check
Jul 17, 2025

🫀 Pulse check

A look at the post-tariff landscape

Felix Jauvin
Felix Jauvin
MacroMacro
♨️ Is the dollar cooked?
Jul 10, 2025

♨️ Is the dollar cooked?

Navigating tariff, dollar positioning crosscurrents

Felix Jauvin
Felix Jauvin
MacroMacro
🫨 Jobs report jitters
Jul 03, 2025

🫨 Jobs report jitters

The devil’s in the details

Felix Jauvin
Felix Jauvin
MacroMacro
👀 Underexposed?
Jun 30, 2025

👀 Underexposed?

Why 'Mr. RIA' revised his crypto advice

Ben Strack
Ben Strack
MacroMacro
🌊 Changing tides
Jun 26, 2025

🌊 Changing tides

Why economic data is shifting

Felix Jauvin
Felix Jauvin
Forward Guidance

Forward Guidance

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