Archive - Atlas Analytics

The Bond Market Is Telling You the Macro Regime Has Changed

Just as we predicted five months ago, the 30-year Treasury yield hit its highest level in 20 years.

May 24 • Jake Schneider

Macro was Medieval. Now It’s in Its Renaissance

Atlas Analytics is rethinking how we measure the economy in real-time

May 17 • Jake Schneider

Is the Dollar Primed for a Break Out?

Revisiting the USD–EUR Trade, Again

May 10 • Jake Schneider

Atlas Forecasted Q1 GDP at +2.0% Three Weeks Before the BEA Release

Using satellite-based models, Atlas identified the direction, magnitude, and underlying drivers of Q1 GDP weeks before the official release.

May 3 • Jake Schneider

April 2026

Official Release: Q1 2026 GDP Forecast

The U.S. economy may be stabilizing, but the composition is shifting. Here’s what our satellite data shows for Q1

Apr 26 • Jake Schneider

Trading the Macro Regime

Anticipating the macroeconomic environment, and trading it ahead of time

Apr 19 • Jake Schneider

Arbitraging the Deviation Between Fundamental Value and Market Sentiment

Equity Markets react to geopolitical and economic news, but not always rationally

Apr 12 • Jake Schneider

AI Is Already Showing Up in the Hard Data

Is U.S. productivity entering its 1996 moment?

Apr 5 • Jake Schneider

March 2026

Kevin Warsh and a New Monetary Policy Regime

From flexibility to discipline, the Fed’s next chapter may challenge a decade of market assumptions.

Mar 29 • Jake Schneider

A Tale As Old As Time: The President Who Wants More Control Over Interest Rates

Tension between the White House and the Federal Reserve is not new. It is built into the system.

Mar 22 • Jake Schneider

How Atlas Generated 21% Returns and 23 Points of Alpha in 2026

From shorting long-duration bonds to arbitraging ETFs, Atlas signals identified several macro opportunities while the NASDAQ and S&P are negative…

Mar 15 • Jake Schneider

Satellite Signals Suggest U.S. Economic Growth Is Gradually Slowing

Core GDP is on a long-term slowing cycle — and Atlas Analytics is seeing it first from space

Mar 8 • Jake Schneider

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