Lighthouse Macro

Lighthouse Macro

Financial: The Cascade

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (9 of 12)
READ THE LATEST
Don't navigate in the dark. Join The Watch.
Lighthouse Macro
Lighthouse Macro
Transforming complex macro & market data into clear, actionable Economic Intelligence and Cross-asset insights. | Macro, Illuminated.
Socials
LHMacro
Top posts

Our latest research

View all
Crypto Liquidity Impulse
How We Track the Money That Actually Moves Bitcoin
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Government: The Fiscal Overhang
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (8 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Trade: The Pipeline
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (7 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
POSITIONING UPDATE: FEBRUARY 23, 2026
The Tariff Regime Breaks. The Defensive Thesis Doesn’t.
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Business: The Forward Commitment
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (6 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Housing: The Collateral Engine
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (5 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Consumer: The Last Domino
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (4 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
The Silent Capitulation: ETF Exodus vs. On-Chain Accumulation
US Spot Bitcoin ETF Flows Are at Historic Lows. On-Chain Metrics Say “Buy.”
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Growth: The Second Derivative
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (3 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Prices: The Transmission Belt
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (2 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
Labor: The Source Code
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (1 of 12)
 • Lighthouse Macro and Bob Sheehan, CFA, CMT
The Reflexive Bid
Why Duration Mismatch Is Becoming the Treasury Buyer
 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Subscribe

Transforming complex macro & market data into clear, actionable Economic Intelligence and Cross-asset insights. | Macro, Illuminated.
AboutArchiveRecommendationsSitemap
Lighthouse Macro
© 2026 Lighthouse Macro, LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture