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THE HORIZON | JANUARY 2026
THE HOLLOW RALLY
6 hrs ago
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Lighthouse Macro
and
Bob Sheehan, CFA, CMT
2
1
The Beam & LNMS Report
Noteworthy Narratives In Advance of a New Year
Dec 3, 2025
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Lighthouse Macro
and
Bob Sheehan, CFA, CMT
7
1
The Beacon | Banking On Nonbanks
New NY Fed research reveals that liquidity risk hasn’t disappeared, just gone dark.
Nov 25, 2025
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Lighthouse Macro
and
Bob Sheehan, CFA, CMT
8
2
The Chartbook - November 23, 2025
The Divergence Widens
Nov 23, 2025
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Lighthouse Macro
and
Bob Sheehan, CFA, CMT
5
2
1
⚓ Liquidity Transmission Framework
Liquidity Isn’t Gone. It Just Stopped Absorbing Risk.
Nov 8, 2025
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Lighthouse Macro
13
4
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From Foundations to Fault Lines — Part I
Aug 12, 2025
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Lighthouse Macro
37
2
9
From Foundations to Fault Lines — Part II
Aug 19, 2025
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Lighthouse Macro
15
4
3
From Foundations to Fault Lines — Part III
Sep 15, 2025
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Lighthouse Macro
15
3
5
⚓ Liquidity Transmission Framework
Nov 8, 2025
•
Lighthouse Macro
13
4
Illuminate your journey.
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Economics
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The Beacon | It's Getting Spooky
The Hidden Transition
Oct 30, 2025
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Lighthouse Macro
10
5
Building the Intelligence Layer
Lighthouse Macro Extends Into Private Capital
Oct 26, 2025
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Lighthouse Macro
5
1
The Beam | Treasury Buybacks & The Mechanical Basis Squeeze
When Predictable Plumbing Becomes Profitable Signal
Oct 10, 2025
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Lighthouse Macro
6
2
The Beacon | The Last Mile of Disinflation
Why the easy phase is over — and what it means for the next stage of policy, markets, and growth.
Oct 7, 2025
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Lighthouse Macro
9
1
From Foundations to Fault Lines — Part I
Cracks in the Foundation
Aug 12, 2025
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Lighthouse Macro
37
2
9
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