The Macro Compass

The Macro Compass democratizes pro macro tools, analysis, and portfolio strategy.

The Long-Term Investor Report: Weekly deep dives into the most relevant recent macro events, their impact on markets and implications for long-term investors; published 1x/week

The All-Round Investor Report: Fed or ECB meeting? Inflation or labor market report out? Big market moves? This timely and actionable report will cover portfolio implications as soon as events unfold; published 1-2x/week.

Macro Snippets: Every day, Alf covers the most relevant macro news and market developments. This timely market color and macro reflections will help you make sense of what's going on in markets.

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