2 posts
Microeconomics
Jackson Hole Economic Policy Symposium 2026: Follow the Dollar
Jackson Hole 2026 puts stablecoins and tokenization under the macro lens. For markets, the question is where liquidity, funding and Treasury demand move next.
Macro & Micro Compass - New-Home Sales, June 2026: The Cheaper House That Costs More
June’s new-home report looks like a small win for affordability. Let’s follow the lower price through to the buyer’s monthly bill.
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