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Tag Archives: Politics
Oil Shock Therapy – When WTI Breaks the World Order
The oil market just delivered one of those “stop what you’re doing” moments: U.S. benchmark WTI trading at a premium to Brent. That’s not just unusual, it’s a signal flare for acute market dislocation. What Happened (and Why It Matters) … Continue reading
Global Risk Monitor: Week in Review – March 20
The dominant market story this past week was not simply that risk assets sold off, it was that geopolitics forcibly rewired the macro regime. The escalation surrounding Iran and the Strait of Hormuz has shifted markets from a “disinflation + … Continue reading
The Best MLK Weekend Of All-Time
In celebration of MLK Weekend, we are reposting a repost of a repost of post in honor of Dr. King, one of our most outstanding Americans, a true patriot, and a modern-day saint. Hard to believe it’s been thirty years. … Continue reading
Posted in Politics, Uncategorized
Tagged civil-rights, Ebenezer Baptist Church, History, King Center, life, Martin Luther King, MLK, mlk-day, News, Politics
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Back to Yalta: A Great Power Carve Up 2.0
After this morning’s events in Caracas, a repost of last year’s piece feels not only appropriate, but unavoidable. What once looked like a theoretical great-power contest is now playing out in real time, across real countries, with real consequences. If … Continue reading
Tariff Reality Roasts the White House
On April 6, the Global Macro Monitor wrote: The strategy’s incoherence is evident in absurd measures such as, for example, a tariff on coffee, an import for which the U.S. lacks viable domestic production except de minimis production in Hawaii and … Continue reading
On Becoming Argentina
Today’s Drudge Report headline, with George Washington staring from a dollar bill under the headline “NATL DEBT $37 TRILLION” and accusations of falsified inflation data, encapsulates the growing perception that America’s fiscal and political trajectory is veering toward Banana Republic … Continue reading
Tariffs and Toothpaste: The Inflation You Didn’t Expect
“This is a highly fluid situation and we’ll need to manage quantity decisions as we measure the price elasticity of impacted items,” underscoring how Walmart adjusts its inventory and pricing strategy based on customers’ sensitivity to price changes.” – John … Continue reading
Global Risk Monitor: Week in Review – July 11
Markets wrapped up the week with a paradoxical sense of calm, even as trade tensions re-escalated on multiple fronts. At the center of the uncertainty is President Donald Trump’s hardline tariff rhetoric, including threats of sweeping new levies on the … Continue reading
Gagging Dr. Copper and Distorting the Economy
…AI data centers are likely to require enormous amounts of copper to meet their capacity needs… – Barron’s, July 9, 2022 Back in September 2022, Global Macro Monitor made the call: “If you are not buying copper hand-over-fist here, at … Continue reading
CyberFatwa: Tehran’s Retaliation Will Be a Click Away
Recent intelligence from June 2025 confirms a sharp uptick in Iranian cyber activity directed at U.S. critical infrastructure, particularly the electrical grid. As Iran ramps up its offensive cyber operations, utilities and cybersecurity officials have observed increased phishing attempts, credential … Continue reading
Global Macro Monitor 