The Macro Brief is a recurring research publication focused on how the new financial system is being built — and how to track it without hype or tribal narratives.
Each issue distils complex infrastructure changes into:
- a clear thesis and current status
- the signals that would strengthen or break it
- timing windows (now, next, later)
- exposure mapping — without price targets or calls
It’s written for people who want clarity over conviction, and a framework they can return to as the system evolves.