February’s US inflation data gave markets what they wanted on the surface: evidence that price pressures were still easing and that the path to lower interest rates remained open. But within days, the macro backdrop shifted sharply — with weaker… Read More »Why a ‘Soft’ February CPI May Not Be Enough to Sway the Fed
Donald Trump is touting plans for what would be the first major new U.S. oil refinery in nearly half a century just as gasoline prices spike and energy re-emerges as a key inflation driver. For crypto and macro investors, the… Read More »Trump’s Brownsville Refinery Promise Meets the Reality of Rising Oil and Bitcoin Pressures
Headline inflation data has been moving in the right direction, but the underlying price tape is getting messier. While Bitcoin traders watch CPI releases and Fed rhetoric, some of the most important signals for the next macro move are buried… Read More »Fertilizer Shock: How Rising Food Input Costs Could Reignite Inflation and Shape Bitcoin’s Next Move