Senior Economist: Markets Have the Fed Wrong on Rates
A leading economist contends the FED will keep rates steady through year-end, challenging current market bets and sha...
Macro
Macro tag page compiles 4 articles on inflation, market moves, and policy shifts, helping you spot trends and adjust your budget and investments.
41 articlesCommodities Chief: Gold Headed Above $4,500, Don't Sell
Gold defies a recent selloff with a strong long-term bid. A leading commodities chief argues the setup remains intact...
Billion Stocks About Market: Rebalance Window Opens
A two-day pension fund rebalance could move about $30 billion of U.S. stocks, posing near-term volatility but often a...
Treasury Secretary Scott Bessent Sees 3% Growth, No Inflation
Treasury Secretary Scott Bessent pitched a bold growth plan: 3% GDP growth without higher inflation, anchored by AI-d...
Japan’s Interest Rates 100% of Tax Revenue, Debt Wake-Up
Tokyo faces a debt squeeze as yields rise, potentially swallowing most tax receipts. Analysts warn the U.S. could fee...
Momentum Outweighs Iran Risks, Fed Watch Keeps Markets Steady
Global markets edge higher as AI capex momentum remains strong. Economists say momentum outweighs iran risks even as ...
Stanley Druckenmiller Secret South Trade Expands in Q1 2026
In Q1 2026, Duquesne Family Office quietly expanded its South American equity bets, signaling a macro-led stance that...
Chair Kevin Warsh Just Signals a New Fed Regime Change
A new era at the Fed could be starting, sparked by a bold move from a hypothetical chair. This piece breaks down what...
Oil Finally Loses Grip Bitcoin as Liquidity Takes Over
Bitcoin cools after oil-driven volatility fades, shifting focus to liquidity, rate bets, and ETF flows as Brent trade...
Bitcoin’s Iran Rally Faces a New Test From BOJ Rate Move
Bitcoin’s iran rally faces a fresh test as macro signals from oil, equities, and Japanese policy converge. Markets we...
JPMorgan Says Debasement Trade Accelerates Bitcoin
Bitcoin strengthens as JPMorgan reports a renewed tilt toward crypto assets in the debasement trade, diverging from g...
Iran Gets Again: Trump Sparks Oil Market Alarm Today
Markets react to renewed US pressure on Iran as Trump signals possible seizure actions, raising questions about suppl...