# Lighthouse Macro

> Economic intelligence and macro strategy, uncovering the transmission chains that connect the real economy and liquidity conditions to equities, FICC and digital assets. For traders, policymakers, operators and anyone else tracking the macro regime.

- **Platform:** substack
- **Category:** Economics
- **Subscribers:** 980
- **Last updated:** 2026-10-02
- **URL:** https://research.lighthousemacro.com
- **Profile:** https://newsletterinsights.io/newsletter/lighthousemacro

## Recent Posts

- [Stocks Printed a Record. Bonds and Gold Didn't Buy It.](https://research.lighthousemacro.com/p/stocks-printed-a-record-bonds-and)
- [Business: The Forward Commitment](https://research.lighthousemacro.com/p/business-the-forward-commitment)
- [Consumer: The Last Domino](https://research.lighthousemacro.com/p/consumer-the-last-domino)
- [Financial: The Cascade](https://research.lighthousemacro.com/p/financial-the-cascade)
- [Pharos is Online](https://lighthousemacro.substack.com/p/pharos-is-online)
- [Positioning Update: Playing Defense in a Hollow Rally](https://research.lighthousemacro.com/p/positioning-update-playing-defense)
- [The Fourth of July rate closes Monday](https://research.lighthousemacro.com/p/the-fourth-of-july-rate-closes-monday)
- [The Splitting Cycle](https://research.lighthousemacro.com/p/the-splitting-cycle)
- [Earnings Week, Macro Week](https://research.lighthousemacro.com/p/earnings-week-macro-week)
- [One Step Removed](https://lighthousemacro.substack.com/p/one-step-removed-private-credit)