Andre Chelhot
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Weekly Macro and Policy Wrap-Up
The Era of Policy Fragmentation
Dec 8
•
Andre Chelhot
4
Macro is Back
The Great Moderation is over. The Great Divergence has begun.
Dec 5
•
Andre Chelhot
9
2
From a K Style Recession to a V Style Recession
Mr. Powell, You’re Fired: The New Credit Regime That Will Flip the Cycle, and the Election
Dec 4
•
Andre Chelhot
3
2
United States: A Quiet Recession
The Data that Wall Street Keep Ignoring
Dec 3
•
Andre Chelhot
4
The Next Big Macro Shift in the USA
Private Credit must be Reawakened
Dec 3
•
Andre Chelhot
5
The Curse of the Yen
Why Every Rally must be a Sell
Dec 2
•
Andre Chelhot
16
6
1
The Trump 50-Year Mortgage Proposal
America's Next Credit Super-Cycle and its Political Implications.
Dec 1
•
Andre Chelhot
1
Weekly Macro and Policy Wrap-Up
Revolution at the Federal Reserve: How Hassett’s appointment Will Rewrite Monetary Policy Framework
Dec 1
•
Andre Chelhot
1
November 2025
Macro Anchor on Al Sharq News / Bloomberg Dubai
The Fed Upcoming Regime Shift
Nov 30
•
Andre Chelhot
2
US Recession Indicator November 2025
Probability falling to 57% from 60% in October, Economy is running on ONE Engine
Nov 29
•
Andre Chelhot
2
The Hassett Shock: America Is About to Enter Financial Repression 2.0
The Coming Fed Revolution
Nov 27
•
Andre Chelhot
5
2
The Soft Landing Is Dead
Confidence, PMI and the Beige Book All Point to a Downturn
Nov 26
•
Andre Chelhot
8
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