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Category Archives: Uncategorized
From Opium to Chips: The Long War Behind Trade Wars
This one’s a must-view, folks. Not just because it’s smart and informative (it is), but because if you want to understand where this global trade war is headed, you need to understand where we’ve been. We’ve been here before, same … Continue reading
Global Macro Monitor: Weekly Update – June 6
The S&P 500 closed at 6000.4 on Friday, marking a significant psychological level with a 1.5% weekly gain. The strong performance was primarily driven by a short-covering bid, which reflects some big players are way offside, in our opinion. The … Continue reading
RIP GOAT of Macro
Stanley Fischer’s impact on our journey as economists is both profound and personal. From the moment we encountered his co-authored textbook Macroeconomics—a work that distilled the complexity of the dismal science into practical, accessible insight—Fischer became a silent guide along … Continue reading
Global Risk Monitor: Weekly Update – May 30
Global markets ended the month of May on relatively firm footing, with equity indexes rebounding modestly, inflation easing slightly, and consumer confidence stabilizing. However, beneath this surface calm lies a deeper undercurrent of concern—a growing alarm over sovereign debt and … Continue reading
Fiscal Scorecard: How COVID Torched the Budget
When President Donald Trump took office in January 2017, he inherited a relatively stable fiscal environment. The federal budget deficit stood at approximately $581 billion, or 3.05% of GDP—a level widely regarded as sustainable by historical standards. Ironically, that same … Continue reading
Memorial Day: France Still Weeps, We Should Too
Memorial Day, 2025 Remembering our fallen – the best of the best – in France. On this Memorial Day, let us pause—not just for a moment, but with full hearts—to remember the men and women who made the ultimate sacrifice. … Continue reading
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