Sticking to the plan. How to deal with the noise around tariffs.
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Sticking to the plan. How to deal with the noise around tariffs.
___________
To read more of this exclusive content, please log in below. If you have an account but have not purchased access to Macro Capture, click here.

This is the final Thoughts From The Divide. It arrives as markets transition — not collapsing or accelerating, just quietly rewriting the narrative that drove

A couple of weeks back, I mentioned the fact that both the Treasury Secretary and the President’s nominee for Fed Chair had both worked with/for

Summary In our previous note, “The End of Basel III Endgame” (Dec 16th, 2025), we argued that under the guise of curtailing the discretionary use