Hold This Year Treasury: Long-Duration ETFs Lag in Rates
Long-dated Treasury ETFs have struggled as long-end yields climb. This piece explains why holding long-duration funds...
Macro Outlook
Macro Outlook curates 4 recent articles to explain how global trends affect your finances. Japan’s trade, inflation risks, rate paths, and oil trends shape budgets and investments.
11 articles
OECD Warns ‘Scarring Effects,’ AI and Growth Risks
The OECD's June 2026 outlook warns of lasting damage to potential output from a protracted energy crisis, outlining t...
Chair Kevin Warsh Thinks: Fed Policy Reset Ahead for Markets
A new wave of skepticism surrounds the Fed after a high-profile critique from a former governor. This piece explains ...
Bitcoin’s Hard-Money Thesis Colliding with 5% Long Yields
As 30-year Treasuries climb to the mid-5s, Bitcoin faces a macro crossroads. Investors weigh the asset’s hard-money t...
Bitcoin Price Macro Boost Emerges as Tariff Refunds Rise
A surge in tariff refunds could inject liquidity into the U.S. financial system, potentially lifting Bitcoin and othe...
Trump’s Bull Market Could Lift Tech ETF Gains in 30 Days
Tech-focused ETF VGT has rallied strongly, prompting analysts to weigh whether trump’s bull market could push another...
Iran Crisis Worst Energy Shock Stuns Global Markets
Oil markets jump as tensions with Iran intensify. The IEA warns the iran crisis worst energy shock may strain economi...
Forget Rate Cuts: What If the Fed Hikes in 2026 Next?
Could 2026 bring a surprise policy pivot? This guide explains why the Fed might hike instead of cutting, how that sce...
Prediction-Oil Will Stay Above: 2 Stocks Set to Profit
Oil markets face geopolitical headwinds and growing demand, keeping prices above the $90 threshold. This article iden...
Japan’s Best Trade 2026 Slips 9% as Oil Surges Global
EWJ has fallen 9% in the past 30 days while Japan’s economy rides on fragile oil supply lines. The shift tests the op...
Economist Says Iran Could Spark a Global Inflation Wave
A leading economist warns that renewed hostilities with Iran could trigger a butterfly effect in global markets, keep...