Bond Alert: When Oil and AI Both Squeeze the Long-End
AI can lift future productivity, but what will the building process break along the way?
MACROECONOMICS
In-depth analysis of macroeconomic trends and economic conditions, published every Saturday evening
The Second Iran War: A Heavier Impact Than the First?
Are the Buffers in the Oil Market and Global Economy Sufficient to Close Hormuz?
The Disappearance of USMCA - The Risk of Uncertainty
From Trade Agreement to Policy Risk Regime
Memory Crisis: When Memory Becomes a Weapon
From HBM to CPI: The Impact of the AI Fever on Economic Policy
What Changes Will Kevin Warsh Bring to the Fed?
A quieter Fed - More focused on inflation - In an unpredictable economy
The AI Token Economy, Tokenmaxxing & The Physical AI Bottleneck
When the World Must Pay the Bill for Artificial Intelligence
6 Signals Defining the Strength of the US Economy in 2026
AI, Inflation, and the Two-Speed Economy
Dubai: 30 Years of Building Trust, 30 Days of Revaluation
The Iran war exposes the cracks
Reserve Management Purchases Meet Kevin Warsh
What is the true measure of liquidity, and will Kevin Warsh turn off the money tap?
German Economy: A Crisis Born of Debt Aversion
Lowest Debt in the G7, Massive Trade Surplus, Yet the Economy Has Stagnated for a Decade