HeyJaredHenrik Zeberg
Macro Strategist @ Swissblock | Creator of the Zeberg Macro Navigation Framework™ | FORBES Cover and Columnist | Speaker at AIM Summit & Global Investment Forums | TED Speaker | Author
- Indexed issues, last 90 days
- 20
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- Sep 28, 2026
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- Aug 20, 2026
Latest issues
Not 2000. Not 2008. But 1929! (opens the original)
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On September 16, the Federal Open Market Committee raised interest rates for the first time in more than three years. The vote was twelve to nothing. At the press conference that followed, Chair Kevin Warsh explained the decision in the careful vocabulary central bankers use when they want to be understood without being quoted. “I would be hard pressed to describe broad financial conditions as restrictive,” he said. He spoke about inflation. He spoke about an economy that “appears to be strength
The Weakest Economy with the Largest Market Bubble ever (opens the original)
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<img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!D9f2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F505c2c3f-ff2e-4e9a-abe0-c7d5ccafa1f1_1224x816.png"
THE LAST LEG (opens the original)
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<img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!QyEI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7267df71-7e33-4145-818a-c3de3b2d3492_1224x816.png"
Bad News - are Good News again - for a while! (opens the original)
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<img alt="" class="sizing-normal" height="1080" src="https://substackcdn.com/image/fetch/$s_!JJUJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81892947-0f02-4466-b912-1d54a8f293a0_1184x1080.p
THE FIRST DOMINO (opens the original)
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The Fed Hiked Into a Breaking FoundationWednesday, the Federal Reserve raised interest rates for the first time in more than three years. The decision was unanimous. Chair Kevin Warsh told the press conference that the American economy “appears to be strengthening,” pointed to robust business investment, and said he would be “hard-pressed to describe broad financial conditions as restrictive.” The dot plot penciled in another hike before year-end. Two-year yields jumped to their highest level si
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