In-house long-form research and chart-driven briefings on macro, housing, rates, and equity markets , written and coded directly for this site. For syndicated work, see Publications.
GDP, public finances, industry, exports, and institutions all point one way, the real German weakness is political capacity, not economic collapse.
MacroNine data points on why Europe's largest economy built the fewest homes since 2012, and what closes the 560,000-unit gap.
Quant StrategySpaceX's IPO minted a $1.9 trillion valuation on a company that turned a profit into a $5B annual loss the year before going public. A profitability-growth-valuation walkthrough of SPCX one month in.
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