Morgan Stanley: Spending Could Hit 1.4T by 2028 Forecast
Morgan Stanley raises its AI capital expenditure forecast to as much as 1.4 trillion by 2028, while about 60% of spen...
Macro Economics
This tag aggregates 4 Macro Economics articles that explain macro signals shaping markets and portfolios, so you can make smarter financial decisions and protect your money.
25 articles
Reasons Higher Prices Good for Banks: 2 Upsides and 1 Risk
Oil price moves can lift bank profits in certain scenarios. This article breaks down two upside reasons higher prices...
Coinbase Brian Armstrong Solution: Bitcoin Debt Fix
A thought-provoking exploration of America's $39 trillion debt and a Bitcoin-centered concept linked to Coinbase CEO ...
America’s Debt Just WWII-Era Sparks Investor Alarm Today
America’s debt has surged to WWII-era levels even as growth accelerates. Here’s what the numbers show and why investo...
Real Legacy 2008: Moral Hazard and Market Distortions
The 2008 crisis left more than scars. Its real legacy 2008: moral hazard and policy backstops still push risk, pricin...
Gold Gains as Central Banks Dump Treasuries ETF Debate
Global markets are reshaping reserve strategies as central banks accelerate gold purchases while trimming U.S. Treasu...
Moody’s Economist Warns AI Juicing Inflation Is Here to Stay
A top Moody’s economist argues AI-related costs are propping up inflation, not damping it. He warns relief won’t arri...
While Prices Have Fallen, Oil Could Rise Again for Investors
Oil prices have cooled from recent highs, but the path higher isn’t a mystery. This guide breaks down the forces that...
Iran Ceasefire Huge Gift Reframes Fed Policy and Markets
A fresh Iran ceasefire reshapes inflation expectations and energy markets, giving the Fed more room to maneuver. Inve...
Inflation Roaring Back Globally as Energy War Pressures Rise
Global inflation roars back globally as energy markets tighten amid geopolitical tensions, threatening budgets and co...
Taylor Swift, Economics of Hype, and World Cup Realities
A micro-tour cash ripple shows how hype drives real spending. This piece weighs those signals against World Cup forec...
Could $150 Oil Be Realistic Three Weeks From Now? In Markets
Analysts warn that a spike to $150 oil within two to three weeks is a risk scenario, not a forecast, but markets are ...