Created by Thomas G. Atkins
Daily concise brief on inflation, policy, fiscal shifts, and gold price drivers
Explore the latest content tracked by Global Macro Digest
U.S. inflation exhibited new signs of stabilization after months of elevated price pressures. Latest consumer price data highlights drivers of weekly changes and broader economic trends for households.
Key signals of USD hegemony erosion fueling gold safe-haven flows:
Oil spike from Iran conflict threatens disinflation:
Bond repricing flags persistent inflation risks as 10Y yield jumps 20bps to 4.13-4.14%, 30Y nears 4.75% amid Iran tensions and oil +40% since Dec.
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Middle East conflict drives USD inflows, bucking de-dollarization narratives amid traditional haven weakness:
Key trend in China's reserve shifts:
Key BOJ signals on FX and policy risks:
Key ECB CBDC milestone: Pilot launches second half of 2027, testing real-world use with payment providers, merchants, and users. Focus on security,...
Traditional safe havens like Treasuries, yen, CHF, and gold offered no refuge amid Middle East conflict, with the dollar rallying instead.
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Key macro catalysts for the week of March 9:
Regional splits in latest Beige Book: manufacturing, AI infrastructure, and data centers booming in some areas, while households face rising costs,...
