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Macro update
The Sunday macro update on why AI suppliers say they're sold out while chip stocks fell into a bear market, the financing worries behind the selloff, a hotter week for inflation, and what American Express, Deckers and Tractor Supply say about the K-shaped consumer.
October 25, 2026 · 13 min read
Macro update
The Sunday macro update on the rotation out of AI and tech into defensive sectors and energy, why the market priced fewer future Fed hikes in a hot inflation week, Warsh at the IMF, TSMC earnings, and what retail sales and producer prices say about the consumer.
October 18, 2026 · 12 min read
