<?xml version="1.0" encoding="UTF-8"?><urlset xmlns="http://www.sitemaps.org/schemas/sitemap/0.9" xmlns:news="http://www.google.com/schemas/sitemap-news/0.9" xmlns:xhtml="http://www.w3.org/1999/xhtml" xmlns:image="http://www.google.com/schemas/sitemap-image/1.1" xmlns:video="http://www.google.com/schemas/sitemap-video/1.1"><url><loc>https://themacrocompass.substack.com/archive</loc><changefreq>daily</changefreq></url><url><loc>https://themacrocompass.substack.com/about</loc><changefreq>weekly</changefreq></url><url><loc>https://themacrocompass.substack.com/podcast</loc><changefreq>weekly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/run-it-hot-yet-again</loc><lastmod>2026-05-26</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/all-you-need-to-know-about-warsh</loc><lastmod>2026-05-23</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/may-the-odds-be-ever-in-your-favor-576</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-best-assets-you-dont-but-should</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/supreme-court-vs-tariffs-a-guide</loc><lastmod>2025-10-31</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/run-it-cold-now-run-it-hot-later</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/may-the-odds-be-ever-in-your-favor</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/plumbing-risks-ahead</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/policymaking-protest-assets-ppas</loc><lastmod>2025-07-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/null-komma-null</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/on-the-us-downgrade</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/how-the-whales-could-dump-more-us</loc><lastmod>2025-11-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-macro-unicorn</loc><lastmod>2026-02-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/here-are-my-top-macro-ideas</loc><lastmod>2025-11-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bond-market-rally-next</loc><lastmod>2025-11-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/how-to-prepare-for-tariff-day</loc><lastmod>2025-11-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/what-to-buy-for-a-macro-portfolio</loc><lastmod>2025-11-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/a-fresh-look-at-bond-markets</loc><lastmod>2024-12-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/trump-trades-more-room-to-run</loc><lastmod>2024-11-29</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/a-scary-bond-market</loc><lastmod>2024-11-01</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-clouds-on-the-horizon</loc><lastmod>2024-10-20</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-big-chinese-bazooka</loc><lastmod>2024-09-30</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/china-is-imploding</loc><lastmod>2024-09-20</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/this-is-a-true-regime-change</loc><lastmod>2024-09-28</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/panic-monday-what-now</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-volatility-is-coming</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/why-doesnt-the-economy-break</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/yield-curve-101</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tectonic-macro-shifts</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/a-trillion-dollar-reasons</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/do-you-own-these-in-your-portfolio</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/beware-animal-spirits</loc><lastmod>2024-08-05</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/its-back</loc><lastmod>2024-03-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/pay-attention-to-monetary-plumbing</loc><lastmod>2024-08-04</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-liquidity-conundrum</loc><lastmod>2024-08-04</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/unpacking-bond-markets</loc><lastmod>2024-01-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-2024-macro-playbook</loc><lastmod>2024-01-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/japan-here-is-what-you-should-know</loc><lastmod>2023-12-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-whales-are-coming</loc><lastmod>2023-12-03</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/inflation-what-next</loc><lastmod>2023-11-20</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/something-will-break</loc><lastmod>2023-10-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/a-rare-and-dangerous-trend-in-bond</loc><lastmod>2023-09-24</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-key-macro-charts-to-watch</loc><lastmod>2023-09-17</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bonds-on-the-move</loc><lastmod>2023-09-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/us-downgrade-now-what</loc><lastmod>2023-08-02</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-liquidity-illusion</loc><lastmod>2023-07-24</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/how-not-to-suck-at-trading</loc><lastmod>2023-06-22</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/jawboning</loc><lastmod>2023-06-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-next-big-macro-trade</loc><lastmod>2023-06-06</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/liquidity-whats-next</loc><lastmod>2023-05-30</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/currencies-matter</loc><lastmod>2023-05-28</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/will-the-us-default</loc><lastmod>2023-05-23</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-real-deal</loc><lastmod>2023-05-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/credit-crunch</loc><lastmod>2023-05-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-fed-meeting-explained</loc><lastmod>2023-05-03</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-most-misunderstood-concept-in</loc><lastmod>2023-04-28</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/new-bull-market-or-bear-market-rally</loc><lastmod>2023-04-25</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-de-dollarization-fairytale</loc><lastmod>2023-04-20</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/5-things-hedge-funds-are-watching</loc><lastmod>2023-04-16</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-long-term-debt-cycle</loc><lastmod>2023-04-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-big-yield-curve-shift</loc><lastmod>2023-04-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/how-to-invest-in-q2</loc><lastmod>2023-04-03</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/look-beyond</loc><lastmod>2023-03-31</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/follow-the-money</loc><lastmod>2023-03-28</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/powell-strikes-again</loc><lastmod>2023-03-22</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/what-now</loc><lastmod>2023-03-20</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-moment-of-truth</loc><lastmod>2023-03-16</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/contagion-risks</loc><lastmod>2023-03-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/banking-crisis</loc><lastmod>2023-03-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/money</loc><lastmod>2023-03-06</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/nope</loc><lastmod>2023-03-01</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/yes-but-what-about-europe</loc><lastmod>2023-02-24</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/when-to-buy-bonds</loc><lastmod>2023-02-22</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/free-article-to-yolo-or-not-to-yolo</loc><lastmod>2023-02-17</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-inflation-numbers-explained</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/what-if-question-mark</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/can-you-smell-the-fomo</loc><lastmod>2023-02-07</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/markets-dont-believe-jpow</loc><lastmod>2023-02-01</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/liquidity</loc><lastmod>2023-01-25</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/recession-or-soft-landing</loc><lastmod>2023-02-16</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/this-time-is-different</loc><lastmod>2023-02-16</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/cpi-release</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-etf-portfolio</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/push-and-pull</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bank-of-japan-surprise</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/iconic-ecb-meeting</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/dont-fight-the-fed</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/recession-priced-in-or-not</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/usd-hidden-debt</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/job-market-less-hot-than-you-think</loc><lastmod>2023-02-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/stupid-mistakes-macro-investors</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/money-printing-myths</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/when-recession</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/forest-for-the-trees</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bond-market-talking</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bear-or-bull</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/showtime</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/from-hawkish-to-more-hawkish</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/sudden-change-of-heart</loc><lastmod>2023-02-14</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/chat-with-macro-hedge-funds</loc><lastmod>2023-04-15</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/pension-fund-drama</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/back-to-2001</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/fx-markets-on-fire</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/it-will-be-enough</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-long-war</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-moment-of-truth-for-markets</loc><lastmod>2023-02-13</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/jackson-hole</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-portfolio-construction</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/fading-soft-landing</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/repo-market</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/crazy-market-rally</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bear-market-rally</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/nothing-else-matters</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/recession</loc><lastmod>2023-02-12</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/time-for-bonds</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bad-cop-good-cop</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/portfolio-rebalancing-qe</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/european-conundrum</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/risk-management</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-polar-stars</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/what-if</loc><lastmod>2023-02-11</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/serious-ish-about-inflation</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/credit-spreads</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/macro-vigilantes</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/money-printer-no-brrr-anymore</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/china-to-invest-or-not-to-invest</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/ois-yield-curve</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/hitting-the-brakes</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/bears-knocking-at-the-door</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/a-healthy-long-for-your-portfolio</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/house-of-cards</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/real-yields</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-bond-market-in-plain-english</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/yield-curve-inversion</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/market-eruption</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/qt-explained</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/vikings</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/endgame</loc><lastmod>2023-02-10</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/quantitativetightening</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/2018-flashback</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/2022portfolio</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/japan</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/gold</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/5-rules-to-not-suck-at-this-game</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/money-velocity-hasnt-fallen-much</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-reflationary-trade-is-dead-in</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-11-trade-alert-a-quadrant-1-trade</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-10-secular-trends-are-back</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-9-the-bond-market-is-talking</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-8-the-us-dollar-you-might-not</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-7-its-all-about-probabilities</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-6-all-they-told-you-about-printing</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/pa-1-i-just-went-short-stocks-for</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmc-5-average-inflation-targeting</loc><lastmod>2023-02-09</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/5-inflation-in-us-and-bonds-rallyingwait</loc><lastmod>2023-02-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/inflation-hyped-or-underestimated</loc><lastmod>2023-02-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/tmi-2-the-macro-compass-is-trying</loc><lastmod>2023-02-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/the-macro-investor-1-us-unemployment</loc><lastmod>2023-02-08</lastmod><changefreq>monthly</changefreq></url><url><loc>https://themacrocompass.substack.com/p/coming-soon</loc><lastmod>2023-02-08</lastmod><changefreq>monthly</changefreq></url></urlset>