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Previous sessions
Explore past sessions from Jacobus, offering in-depth marco analysis and market trends.
Market Insights
Market Insights
Macro Pulse Episode 39
In this episode, Jacobus discusses Warsh’s hawkish Jackson Hole debut, surging global long yields, oil above $90, and SA inflation risk into local elections.
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Market Insights
Market Insights
Macro Pulse Episode 38
Explore the US economy’s sweet spot, risks from rising long bond yields, elevated fuel prices, and political polls ahead of local government elections.
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Market Insights
Market Insights
Macro Pulse Episode 37
This episode unpacks the three big themes driving markets in the second half of 2026: US economic and market resilience, the AI capex cycle, and geopolitical instability in the Middle East.
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