<![CDATA[Lighthouse Macro: Applied Global Macro]]>https://research.lighthousemacro.com/s/applied-global-macrohttps://substackcdn.com/image/fetch/$s_!IbGz!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F61286434-3d91-4017-b8e1-76d8568e7769_512x512.pngLighthouse Macro: Applied Global Macrohttps://research.lighthousemacro.com/s/applied-global-macroSubstackThu, 30 Apr 2026 23:24:14 GMT