Macro Minute: Reliable Recession Signals to Anchor Your Forecasts
Yield curve inversions, steepening, and employment data provide highly reliable signals to guide recession forecasts and avoid flip-flopping.
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Macro Minute: From Eurodollar to Bitcoin - A New Parallel Path
Gold's price is rising because of uncertainty around global monetary transitions. Bitcoin offers a unique solution to the monetary evolution puzzle.
Macro Minute: Has The Buffett Indicator Outlived Its Usefulness?
Explore the limitations of the Buffett Indicator in today's economy, including shifts in market behavior, the evolving role of major stocks, and long-term GDP distortions.
Bitcoin Minute: Institutional Giants Clash Over Bitcoin
BlackRock’s CEO embraces Bitcoin’s rise, while Fed critics call it useless. Who's right? The market will decide.
Macro Minute: Federal Reserve Is Playing A Different Game
The Federal Reserve isn't trapped; it plays a different game, managing existential threats through narrative and psychological influence rather than just reacting to economic data.
Macro Minute: Demographics Impact on Global Oil Demand
How Aging Populations and Shrinking Growth Rates Are Reshaping the Future of Oil Consumption Worldwide
Macro Minute: The Fertility Crisis: Why Economic Decline, Not Technology, Will Boost Birth Rates
Exploring the link between wealth, fertility, and technological progress—and why a global economic regression may be the only path to reversing declining birth rates.