Macro Monday Newsletter

The Macro Monday Newsletter is a weekly macroeconomic briefing built for investors who want signal over noise

[Macro Monday Newsletter @MacroMonday]

The S&P 500 just hit a record high.

But the liquidity picture is sending mixed signals.

Central bank balance sheets say “stretched.”

Global money supply says “supported.”

In the post-COVID market, knowing the difference may matter more than ever.

This week’s Macro Monday:
https://t.co/FykDVSCNp0

[Macro Monday Newsletter @MacroMonday]

Strategy is no longer just a Bitcoin Treasury Company.

It is becoming a capital markets machine.

$11.7B raised YTD. 60% of US preferred issuance.

The real story may not be the Bitcoin on the balance sheet.

It may be who keeps funding it.

https://t.co/GJLjN3iDiX

[Macro Monday Newsletter @MacroMonday]

How are consumers still spending?

The answer starts with the economy they're actually spending into.

US GDP data shows an economy still powered by households, dominated by services, shaped by real estate and post-COVID structural shifts.

Full Breakdown:
https://t.co/nPlX8deZ1I