#Macroeconomics

The news hit the terminal like a cold front in July: Michael Burry, the man w...

The July PCE report landed at 3.7% year-over-year. The market exhaled. "In li...

There is a particular kind of dissonance that settles over a market when the...

It's late August, and the crypto market is holding its breath. We've seen thi...

There is a particular silence that follows a number like 56.0. For most, it i...

Hook On August 20, leaders in Washington and Ottawa offered markets a familia...

Silence is the first vote in a true consensus. This week, the Federal Reserve...

The 2017 break didn’t teach us about deflation. But it should have. I don’t...

The number was negative. The market went up. That singular divergence—a July...

U.S. Central Command says the southern route through the Strait of Hormuz is...

Stop me if you've heard this one before: the US fiscal deficit is a ticking...

I have spent decades watching markets react to fear. I have sat in DAO...

We didn't expect a military statement from Iran's Khatam al-Anbia Central...

There's a peculiar silence settling over European financial markets this week...

Peter Brandt just drew a diamond on the chart and declared Bitcoin's fate. A...

The market is speaking a language most are too distracted to translate. Over...

1/ We are watching history repeat itself, not as farce, but as a fever chart....

The University of Michigan’s consumer sentiment index printed at 54.4 for...

Imagine you are watching a thermometer that measures the world’s second-large...

The transaction cleared. 142 million dollars of physical gold, liquidated in ...

The 30-year US mortgage rate flirted with 8% in late 2023. That fact itself i...

My eye is on the horizon, not the hourly candle. In the weeks since the US...

The Federal Reserve’s July 2024 Beige Book was released last week. Most crypt...

On a quiet April morning, Bank of Canada Governor Tiff Macklem made a seeming...

Most people saw the headline last week: Trump claims Russia is ready to end t...

Last week, the Bureau of Labor Statistics dropped a number that sent shockwav...

On-chain data shows a 37% spike in USDT inflows to Binance from wallets tied ...

Over the past few days, Gulf markets have dipped, triggered by a familiar...

I didn't. Japan just burned $73.6 billion trying to resurrect a currency that...

The latest analysis I reviewed attempted to apply a...

Everyone thinks that blockchain analysis is about parsing transactions, readi...