Archive - Macro Atlas

Regions & Reasons #3: Can stocks shrug off a hot inflation print?

Stocks closed at records and the bond market found its buyers. Now comes the hardest week of the month: US inflation on Wednesday, the big banks from…

Oct 11 • Carlos Almeida

Regions & Reasons #2: Can yields keep climbing at this speed?

A thin week for economic data, but not a quiet one. All eyes are on Treasury yields and this week's auctions, and on politics and geopolitics, which can…

Oct 4 • Carlos Almeida

September 2026

Regions & Reasons #1: What will the Fed make of this?

An inflation print, a jobs report and an oil market held hostage by Hormuz, one week after the Fed started hiking again.

Sep 27 • Carlos Almeida

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