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The Beacon | It's Getting Spooky
The Hidden Transition
Oct 30
•
Lighthouse Macro
9
5
Building the Intelligence Layer
Lighthouse Macro Extends Into Private Capital
Oct 26
•
Lighthouse Macro
5
1
The Beam | Treasury Buybacks & The Mechanical Basis Squeeze
When Predictable Plumbing Becomes Profitable Signal
Oct 10
•
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
•
Lighthouse Macro
9
1
From Foundations to Fault Lines — Part I
Cracks in the Foundation
Aug 12
•
Lighthouse Macro
37
2
9
Bullion Brilliance
A Data- Driven Analysis of Gold's Behavior Following All-Time Highs
Mar 19
•
Lighthouse Macro
and
Bob Sheehan, CFA, CMT
4
3
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
2
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
1
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
1
Cracks Beneath The Surface
Labor Markets, Inflation, and the Path Forward
Dec 13, 2024
•
Lighthouse Macro
4
1
Chaos in China
Chinese equities whipsaw wildly
Oct 9, 2024
•
Lighthouse Macro
4
2
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