Sitemap - 2026 - Macro4Micro
Market Commentary: Asset Returns 5-18-26
Taiwan: Stakes are High, US Awareness is Low
Industrial Production April 2026: Bringing a Lift
Existing Home Sales April 2026: Steady or Clinging?
Producer Price Index April 2026: Heat Rising on Cost Inputs
CPI April 2026: 4.1% All Items Less Shelter, 30Y UST 5%
Market Commentary: Asset Returns 5-10-26
Employment Situation: April 2026
New Home Sales March 2026: Favorable Volume, Weaker Prices
JOLTS March 2026: Openings Down, Hires Up, Layoffs/Discharges Up
Market Commentary: Asset Returns 5-4-26
PCE Inflation, Income & Outlays March 2026: Inflation Anxiety Level?
1Q26 GDP Advance Estimate: Consumer Fade, Investment Boom
Market Commentary: Asset Returns 4-26-26
Synchrony Financial: Favorable Consumer Credit Signals
Market Commentary: Asset Returns 4-19-26
Industrial Production March 2026: Mixed Picture, Big Questions Ahead
Existing Home Sales March 2026: New Beginnings or New Ends?
Producer Price Index March 2026: Heater or Curve Ball?
Market Commentary: Asset Returns 4-12-26
CPI March 2026: The CPI Cycle Could Prove Maddening
4Q25 GDP: More Adverse Revisions in the Golden Year
The US as an Aspiring Emerging Market: Fiscal SNAFU, Political FUBAR
Employment Situation March 2026
Payroll Focus: ADP Highlights March 2026
JOLTS Feb 2026: Openings Down, Hires Down, Layoffs Up
Market Commentary: Asset Returns 3-30-26
UST Deltas: Elevation Realities
Market Commentary: Asset Returns 3-23-26
Market Lookback: Confusion Reigns, Dislocation Pours 3-22-26
New Homes Sales Jan 2026: The Nays Carry
Producer Price Index Feb 2026: Getting Warmer
Industrial Production Feb 2026: Capacity Utilization
Market Lookback: The Gulf of Cause and Effect 3-15-26
Market Commentary: Asset Returns 3-15-26
PCE Inflation Jan 2026: Personal Income & Outlays
GDP 4Q25 Second Estimate: Sharp Move Lower
Housing Starts Jan 2026: Total Starts Up, Completions Up, Permits Down
CPI Feb 2026: It’s Making You Wait…
Market Commentary: Asset Returns 3-8-26
Payrolls Feb 2026: Into the Weeds
Employment Situation Feb 2026: Payrolls Get Ugly
VIX: Market Still Not Getting the Vapors
Meanwhile…Back in Economics and Tariffs
Market Commentary: Asset Returns 3-1-26
US Trade with the World: Import-Export Mix
Fun Facts: State of the Union Prep Kit
Market Commentary: Asset Returns 2-23-26
New Home Sales Dec 2025: Fresh Game Clock
PCE Income & Outlays Dec 2025: Inflation Reversal?
4Q25 GDP (Advance Est.): Less Distortion This Time
Industrial Production Jan 2026: Capacity Utilization Trends
2025 trade Deficits: Reality vs. Rhetoric
Home Starts Dec 2025: Wrapping a Weak 2025
Market Commentary: Asset Returns 2-16-26
CPI Jan 2026: Reassuring Numbers, Missing Pieces
Payrolls Jan 2026: Into the Weeds
Employment Jan 2026: Good Headline, So-So Mix
Retail Sales Dec 2025: Muted Year-End
Market Lookback: Monkey Business 2-9-26
Market Commentary: Asset Returns 2-8-26
Switzerland-US Trade: A Deficit that Glitters
Market Commentary: Asset Returns 2-1-26
US-Taiwan Trade: Risks Behind the Curtain
Trade Deficits: Math Challenge
Mexico Trade: Gearing up for More Trade Trouble?
Canada-US Trade: Trump Attack N+1
PCE Income & Outlays Nov 2025: Resilient Consumer, Higher Inflation
Industrial Production Dec 2025: CapUte Resilience
Existing Home Sales Dec 2025: Getting up off the Mat?
Policy Mud on the Wall: Consumer Debt, Residential Mortgages
Retail Sales Nov 2025: Holiday Cheer, Late-Cycle Feel?
CPI Dec 2025: Sideways Calms Nerves – For Now
Payrolls Dec 2025 and FY 2025: Into the Weeds
JOLTS Nov 2025: Job Openings and Hires Down, Layoffs Lower
2025 Spread Walks and Multicycle Return Histories
Annual Return Differentials: HY vs. IG Across the Cycles