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Ceasefire Relief Rally? Vance Left Islamabad With No Deal — Macro Risks Remain
WEEKLY | April 13, 2026 | Macro Insights Queen Hi everyone — this week’s edition follows a similar structure to the web version, but I want to be more direct about what actually matters. The ceasefire headlines may have eased immediate panic, but the underlying macro regime has not changed. 📌 What mattered this past…
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A Regime Shift: Energy Shock Replaces Disinflation Growth Regime
March 24, 2026 We’re back. After a period of building and refining the framework, MIQ Weekly is relaunching—with a sharper focus on regime, data, and cross-asset signals. This first edition focuses on a critical shift now driving markets: the oil/ energy shock due to Hormuz block and the Middle East conflicts. 1. The Big Picture in Four…
