Existing-home sales hit a 16-year low, and labor's share of business output fell to a record-low 53.0% in Q3. A new NBER paper links meeting time to faster wage growth, which complicates the argument that meetings are pure cost.
November 13, 2026 edition: Macro sector, 3 storiesMacro: latest Investing analysis
Macro on AT Pulse covers growth, inflation & jobs. The desk has published 7 stories tagged Macro across 2 daily editions, from November 12, 2026 to November 13, 2026, citing 77 linked references. The most frequent original sources are Abnormal Returns, Bloomberg Markets, and Calculated Risk. Stories here most often overlap with Markets, Fed & rates, and Bonds & credit.
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First story November 12, 2026. Counts come from the published archive and update with each edition. Summaries are AI-assisted; see our methodology.
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RECENT EDITION VIEWS
What recent editions said about Macro.
SoftBank's $3.7 billion charge on cancelled gas-turbine orders shows the cost of reserving power before compute demand arrives. A Fed staff note finds AI spending lifted GDP growth, with imported equipment offsetting much of the gain.
November 12, 2026 edition: Macro sector, 1 storyLATEST
7 of 7Newest Macro stories.
Podcast · Stocks
Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim chief
Nvidia's board accepted Jensen Huang's resignation after more than three decades, naming CFO Colette Kress interim CEO amid unconfirmed reports tying one affair to a suspected Chinese intelligence asset.
Macro
Klement Calls Meetings a Waste of Money, but the NBER Study He Cites Links Meeting Time to Higher Pay
A Norwegian study of more than 9,000 workers finds meetings take about 14% of firms' wage bills.
Stocks
Microsoft 365 Outage Enters Second Day as Nvidia Names Interim CEO and US Futures Slip Before Producer-Price Data
A Microsoft 365 outage hitting Outlook, Teams and Copilot ran into a second day. Nvidia named CFO Colette Kress interim CEO after Jensen Huang's exit.
Bonds & credit
US Treasury yields head for biggest weekly rise since April 2025 after hot jobs and inflation data and Waller's talk of a half-point hike
US Treasury yields rose sharply this week after strong October payrolls, hotter-than-expected inflation and Fed Governor Christopher Waller's case for considering a half-point December hike.
Fed & rates
Dollar Hits 19-Month High as Traders Price a December Fed Rate Hike
The dollar index reached 103.16 on November 12, its strongest since April 2025, after a hotter-than-expected October inflation report and hawkish Fed remarks pushed futures to price roughly 91% odds of a December rate hike, while the yen neared 160.
Macro
US existing-home sales fall 5.5% in October to 3.75 million pace, lowest since 2010
US existing-home sales fell 5.5% in October to a 3.75 million annual pace, the slowest since August 2010, as 30-year mortgage rates averaged above 7%.
Stocks
Anthropic launches IPO roadshow seeking up to $90.4 billion as SoftBank takes $3.7 billion charge on cancelled AI turbine orders
Anthropic began marketing an IPO of up to $90.4 billion at $70 to $78 a share, implying a valuation of roughly $1.3 trillion to $1.4 trillion.
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