Archive - Lighthouse Macro

Collateral Fragility

How Stablecoins and Crypto Volatility Are Rewiring the U.S. Treasury Market

Aug 19 •

Lighthouse Macro

Cracks in the Foundation

The US Treasury Market's Warning Signs

Aug 12 •

Lighthouse Macro

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

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

February 2025

Navigating Trade Tensions

The Economic Implications of US-China Relations in 2025

Feb 20 •

Lighthouse Macro

and

Bob Sheehan, CFA, CMT

The U.S. Housing Market in 2025

A Shifting Landscape

Feb 13 •

Lighthouse Macro

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

December 2024

Cracks Beneath The Surface

Labor Markets, Inflation, and the Path Forward

Dec 13, 2024 •

Lighthouse Macro

October 2024

Chinese equities whipsaw wildly

Oct 9, 2024 •

Lighthouse Macro

September 2024

Labor Woes, Growth Slows

Weaker Labor Markets Signal Slowdown Ahead

Sep 10, 2024 •

Lighthouse Macro

July 2024

Monetary Monday

Looking at key assets related to our Monetary system.

Jul 15, 2024 •

Lighthouse Macro

May 2024

Welcome to Lighthouse Macro

Data-Driven Investment Strategy focused on Macro & Technical Analysis

May 29, 2024 •

Lighthouse Macro

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