Lighthouse Macro

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The Vise
The Horizon · July 2026
Jul 10 • Bob Sheehan, CFA, CMT
Until Midnight
The $400 rate closed into a holiday Monday and a World Cup match. One-time extension, midnight tonight.
Jul 7 • Bob Sheehan, CFA, CMT
Caught Both Ways
The Beacon · July 6, 2026
Jul 6 • Bob Sheehan, CFA, CMT
The Week That Tests the Call
The Beam · July 1, 2026
Jul 1 • Bob Sheehan, CFA, CMT

June 2026

Credit Isn't Listening
The Beam · June 29, 2026
Jun 29 • Bob Sheehan, CFA, CMT
No Landing
The Beacon · June 28, 2026
Jun 28 • Bob Sheehan, CFA, CMT
No Put, No Cushion
The Beacon · June 24, 2026
Jun 24 • Bob Sheehan, CFA, CMT
The Barrel Fell. The Pump Didn’t.
The Beam · June 18, 2026
Jun 19 • Bob Sheehan, CFA, CMT
The Fed Put, Retired
The Beacon · June 15, 2026
Jun 15 • Bob Sheehan, CFA, CMT
The Lighthouse Macro Chartbook
June 9, 2026 · Macro, Illuminated.
Jun 11 • Bob Sheehan, CFA, CMT
Markets Turn in Order, and the Order Is Almost Done
The Horizon · June 2026
Jun 10 • Bob Sheehan, CFA, CMT
Markets Turn in Order
The Beacon · June 6, 2026
Jun 6 • Bob Sheehan, CFA, CMT
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