Intelligence Archives
Past Briefings
Every week we publish a new cross-analyst intelligence report synthesizing 20+ macro analysts into one brief. Browse the full archive below.
MacroSignal Weekly
Gold consensus hit its strongest reading of the year (19/20 bullish) while the room split wide open on the dollar, bonds, equities and the Fed. Several analysts reversed course in opposite directions — Gromen and Pal now see cuts coming while Snider and Dale turned bearish on the Fed path. The week's signal is healthy debate, not agreement.
MacroSignal Weekly
Gold hardens toward unanimity (19/20 bullish) as the analyst room splits sharply on the dollar, bonds and equities. The dominant shift this week: the Fed-policy read flipped hawkish even as US growth pessimism deepened, while a new bearish signal crystallized on AI capex sustainability.
MacroSignal Weekly
Twenty macro analysts converge on gold, oil, and commodities as the crowded consensus while splitting almost evenly on the dollar, bonds, and the Fed's path. The bull-bear lines are mechanical, not directional — the same fiscal-dominance backdrop produces opposite calls on Treasuries and the dollar.
MacroSignal Weekly
Hormuz becomes permanent. Fed cracks with record 4 dissents and Powell entrenching as Governor through 2028. Gold targets $6,000 with silver at $92 and Shanghai $10 above Western. The new dividing line: $715B AI capex bubble — productivity supercycle or 1999 redux?
MacroSignal Weekly
Strait of Hormuz crisis fractures every playbook. Oil above $110, dollar surges past 100, gold posts worst week in a year, and analysts split on whether the Fed should hike or cut into a supply shock.
MacroSignal Weekly
Global liquidity peaks as gold consensus hits 11/11 bullish. The jobless recovery thesis emerges, passive flows create hidden market fragility, and analysts position for the great fiscal dominance trade.
MacroSignal Weekly
Markets everywhere crash as Kevin Warsh takes the Fed. Multi-asset selloff, commodity supercycle gains conviction, and the credit cracks keep widening.
MacroSignal Weekly
Inaugural issue: credit stress breaks into the open, gold swings $500 in a day, and the dollar bear thesis gains traction across analysts.