US economy – GLOBAL MACRO INSIGHTS

The Art of Surrender: How Trump Turned Victory into Tehran’s Greatest Strategic Gift

Wars are normally judged by the territory conquered, the armies destroyed, or the regimes overthrown. Far less frequently are they judged by what ultimately emerges...

The Fed’s Great Reset

Only a few weeks ago, markets were obsessed with one question. When would the Federal Reserve start cutting rates again? Today, they are asking a...

The Bond Market Has Spoken

The war may be fading. The bond market is not. Since the announcement of the fragile US-Iran agreement, investors have rushed to celebrate the return...

The American Consumer Is Losing the Inflation War

For months, investors searched desperately for signs that inflation was finally under control. They may have been looking in the wrong place. The latest US...

Why Markets Are Ignoring the Biggest Oil Shock in Decades

For decades, the closure of the Strait of Hormuz was presented as the ultimate nightmare scenario for the global economy. Analysts spoke endlessly about $200...

The Monster Beneath the Treasury Market

For years, investors believed the greatest danger facing the bond market was inflation. They were wrong. Inflation was only the trigger. The real danger was...

America’s Inflation Problem Is Becoming Structural Again

For nearly two years, markets repeated the same comforting narrative: inflation was temporary, growth was slowing, and the Federal Reserve would eventually be forced to...

When Japan Stops Financing America

For years, global investors repeated the same mantra almost mechanically: whenever uncertainty rises, buy dollars. Wars, crises, recessions, banking stress, geopolitical fragmentation, everything ultimately reinforced...

America’s Iran War Is Becoming Trump’s Political Trap

For months, Donald Trump attempted to project absolute confidence over the Iran conflict. The war would be short. Iran would bend under pressure. Oil markets...

GLOBAL MACRO INSIGHTS

Tag: US economy