MacroPulse
Loading
Weekly macro notes
MacroPulse
The week’s macro, and what it means for your money.
By subscribing, you agree to receive the weekly newsletter and accept our privacy notice.
The translation, not the prediction.
For more than 11 years, my job was to translate macro for people deciding what to do with their money. In private, one at a time.
MacroPulse is the same job, written down once a week, without the bank in the middle. I am not here to predict the week. I am here to tell you what it means.
Diogo Guedes
Latest issue excerpt
Read the back catalogue
Start with Issue 14 and keep going through the archive when you want the market context behind a week, not a headline recap.
Google and Tesla both fell this week, and in both cases the number that moved the story was the spending, not the demand. What changed is where the artificial intelligence (AI) build-out now shows up: in the cash statement, with a date attached. Google has guided to as much as 205 billion dollars of...
Every week, in your inbox.
By subscribing, you agree to receive the weekly newsletter and accept our privacy notice.