The Macro Minute | October 26, 2026: Has Selective AI Appetite Reduced the Risk of a Secular Bear Market? For daily updates, follow The Macro Minute on your favorite podcast platform.

Are We Already in Inning One of a Secular Bear Market? Enjoy these clips from our October 24, 2026, weekly Around the Horn webcast in which we unpack the growing risk that the current risk-off INFLATION Market Regime represents inning one of the secular bear market we believe is highly likely to follow the AI capex bubble.

The Macro Minute | Oct 23, 2026: What Does Japan’s September CPI Data Mean for Investors? For daily updates, follow The Macro Minute on your favorite podcast platform.

The Macro Minute | Oct 22, 2026: Is Investor Fatigue Catching Up With Big Tech? For daily updates, follow The Macro Minute on your favorite podcast platform.

The Macro Minute | Oct 21, 2026: @SpaceX's Results & @AnthropicAI's S-1 Filing Challenged the Risk-off INFLATION Regime For daily updates, follow The Macro Minute on your favorite podcast platform.

Mid-Week Briefing: Are This Week’s Signals Pointing to a Market-Regime Shift? 42macro.com/mid-week-briefin… Enjoy this week’s Mid-Week Brief here to explore the risks and opportunities emerging across markets:

The Macro Minute | Oct 20, 2026: How Does Deteriorating Housing Data Affect the INFLATION regime? For daily updates, follow The Macro Minute on your favorite podcast platform.

The Weekly: Inflation Is Heating Up. Is the Fed Behind the Curve? 42macro.com/insights?utm_sou… Using the link below, sign up to receive @42Macro's latest complimentary Weekly Newsletter directly in your inbox today.

Every Investor Needs to Know This If They Want Their Portfolio to Survive the Next 5-10 Years Intact Enjoy these excerpts from our October 17, 2026, weekly Around the Horn webcast and our Oct-26 monthly Macro Scouting Report webcast in which we offer some of the supporting evidence for two of our core research views: 1) Running the economy hot (Paradigm C) will not successfully counter the Geopolitically Driven Supply–Demand Imbalance in the Treasury Bond Market and must be followed by money printing (Paradigm D); and 2) The AI capex bubble is highly likely to transition to a secular bear market.

The Weekly: Inflation Is Heating Up: Is the Fed Behind the Curve? 42macro.com/insights?utm_sou… This week’s renewed inflation pressure is complicating the outlook for monetary policy and risk assets, while The Fed remains committed to keeping investors guessing as to what comes next. Using the link below, subscribe to @42Macro's complimentary Weekly newsletter to receive our latest insights directly in your inbox this weekend:

The Macro Minute | Oct 14, 2026: September CPI Revives Inflation Concerns For daily updates, follow The Macro Minute on your favorite podcast platform.

Mid-Week Briefing: September CPI Data Strongly Challenges the Consensus Forecast of Slowing Inflation 42macro.com/mid-week-briefin… September’s CPI report came in hotter than expected overall, reviving concerns that inflation may be regaining momentum. Enjoy this week's Mid-Week Brief here:

The Macro Minute | Oct 13, 2026: CXMT’s Breakthrough Threatens Global Chipmakers For daily updates, follow The Macro Minute on your favorite podcast platform.

Here’s What You Need to Know RE: Fed-Treasury Accord 2.0 Watch this excerpt from our October 2, 2026, weekly Around the Horn webcast to learn why we believe @SecScottBessent, Fed Chair Warsh, and Treasury Advisor @DavidZervosDC are likely working to establish greater coordination between the US monetary and fiscal authorities. A Fed-Treasury Accord 2.0 may feature Fed RMP as unlimited funding for TGA-funded buybacks in defense of the Fed's congressionally mandated third objective: moderate long-term interest rates.

Could a Fed-Treasury Accord 2.0 Be Taking Shape? 42macro.com/could-a-fed-trea… On October 1st hosted by @RiggsReport on @FoxBusiness, @DariusDale42 discussed why rising Treasury yields may force greater coordination between the Fed and Treasury, and potentially produce a “Fed-Treasury Accord 2.0.” If you missed the discussion last week, here are three key takeaways:

The Macro Minute | Oct 5, 2026: The ISM Services Report Challenges the Consensus Outlook For daily updates, follow The Macro Minute on your favorite podcast platform.

These Three Words Separate the World’s Best Investors from Everyone Else Watch this excerpt from our October 2, 2026, weekly Around the Horn webcast to learn this life-changing hack for compounding desirable returns in financial markets.

The Macro Minute | Oct 2, 2026: The Fed will not truncate this business cycle or succeed on its price-stability mandate. For daily updates, follow The Macro Minute on your favorite podcast platform.

The Monthly: Will Higher Bond Yields Overpower a Resilient U.S. Economy? 42macro.com/insights?utm_sou… September left investors navigating two competing realities: one of the most supportive macro backdrops for risk assets in decades and mounting pressure in the global bond market. Using the link below, sign up for our complimentary Monthly newsletter to be delivered directly in your inbox this weekend: