Oct 17, 2025
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8 min read
The long-standing oxymoron of “Japan and inflation” is nearing obsolescence.
Oct 16, 2025
4 min read
Political paralysis in Paris is sending ripples through Europe’s bond markets — and testing investor faith in the euro’s fiscal core.
Oct 14, 2025
The crypto rebel is behaving more like a macro instrument — and that changes the playbook.
Oct 10, 2025
Subtitle: Yield curve control is cracking — and global markets are feeling the tremors.
Oct 9, 2025
3 min read
The soft-landing consensus ignores a hard reality — supply constraints aren’t over.
Oct 6, 2025
Supply tightness, conflict risk, and persistent demand are combining to put oil back at the frontlines of macro.
