The Beam | Treasury Buybacks & The Mechanical Basis Squeeze

When Predictable Plumbing Becomes Profitable Signal

Oct 10 • 

Lighthouse Macro

3

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 • 

Lighthouse Macro

7

September 2025

From Foundations to Fault Lines — Part III

From Foundations to Fault Lines, Part III

Sep 15 • 

Lighthouse Macro

13

3

August 2025

From Foundations to Fault Lines — Part II

Collateral Fragility

Aug 19 • 

Lighthouse Macro

13

4

From Foundations to Fault Lines — Part I

Cracks in the Foundation

Aug 12 • 

Lighthouse Macro

35

2

March 2025

Bullion Brilliance

A Data- Driven Analysis of Gold's Behavior Following All-Time Highs

Mar 19 • 

Lighthouse Macro

 and 

Bob Sheehan, CFA, CMT

4

The Vanishing Job-Hopper Premium

The Grass Is No Longer Greener: A Data-Driven Analysis of Today's Labor Market

Mar 14 • 

Lighthouse Macro

 and 

Bob Sheehan, CFA, CMT

3

February 2025

Navigating Trade Tensions

The Economic Implications of US-China Relations in 2025

Feb 20 • 

Lighthouse Macro

 and 

Bob Sheehan, CFA, CMT

2

The U.S. Housing Market in 2025

A Shifting Landscape

Feb 13 • 

Lighthouse Macro

2

January 2025

New Year, New Paradigms

A deep dive into digital retail evolution, inflation dynamics, and the changing relationship between government debt and markets

Jan 17 • 

Lighthouse Macro

3

December 2024

Cracks Beneath The Surface

Labor Markets, Inflation, and the Path Forward

Dec 13, 2024 • 

Lighthouse Macro

4

October 2024

Chaos in China

Chinese equities whipsaw wildly

Oct 9, 2024 • 

Lighthouse Macro

4