Markets. Insight. Perspective.
Markets. Insight. Perspective.
What Citrini got right, what Citadel got right, and the specific thing both sides refused to look at AfterHoursNotes · Macro Desk · June 20, 2026 · There’s a kind of economic growth that shows up in the GDP report…
Special Report · PCE PRINT Everything you need to know before Wednesday’s release — what PCE actually measures, how to read it like a professional, what it does to your portfolio, and what this specific print means for the Fed’s…
Why PCE Inflation April 2026 Still Matters Despite the Iran Deal PCE inflation April 2026 print drops Thursday morning and the Iran deal that broke over the weekend doesn’t change what that number is going to say. Trump posted Saturday…
Special Report · Tarrifs are back A real explanation of how tariffs move through the economy and into your portfolio written so you actually understand it, not just nod along- Part 2 AfterHoursNotes · Macro Desk · May 24, 2026…
Special Report · Tarrifs are back A real explanation of how tariffs move through the economy and into your portfolio written so you actually understand it, not just nod along. AfterHoursNotes · Macro Desk · May 15, 2026 · ~10,000…
Special Report · Growth & Markets Divergence The S&P 500 is printing record highs while the median American can’t afford to fill a gas tank. This isn’t a paradox. It’s a stratified economy doing what stratified economies do — until…
Developments on the war
A clear breakdown of where the war stands, key risks ahead, and why markets are reacting