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Macro

Fed, ECB, and central bank policy. Inflation, employment, and recession signals. Geopolitics, liquidity conditions, and yield dynamics — filtered for portfolio relevance.
Investors pull $635M from Bitcoin ETFs amid Middle East tension

Investors pull $635M from Bitcoin ETFs amid Middle East tension

Investors withdrew $635 million from spot Bitcoin ETFs in one day, the largest single-day outflow since January, as Middle East tensions coincided with institutional de-risking.

may 14 2 min read
OPEC output falls to lowest since 2000 after Hormuz closure

OPEC output falls to lowest since 2000 after Hormuz closure

may 13 2 min read
Physical AI and hardware push robotics to scale in 2026

Physical AI and hardware push robotics to scale in 2026

may 13 2 min read
Big tech, few makers reshape risks to subsea cables

Big tech, few makers reshape risks to subsea cables

may 13 2 min read
U.S. job gains beat forecasts; S&P 500 logs sixth record

U.S. job gains beat forecasts; S&P 500 logs sixth record

may 11 2 min read
Data centers, AI drive .4T U.S. grid buildout

Data centers, AI drive $1.4T U.S. grid buildout

may 9 2 min read
U.S. new-home sales rise in March; median price at 7,400

U.S. new-home sales rise in March; median price at $387,400

may 5 2 min read
Munis show value after march sell-off as yields rise

Munis show value after march sell-off as yields rise

may 4 2 min read