Forward Guidance

The Recession Has Already Started | George Robertson

This Bull Market Has Legs | Weekly Roundup

Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg

Economic Reacceleration or Growth Scare? | Weekly Roundup

Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

Energy & Trade Wars Are Rewriting the World Order | Helen Thompson

The Data Is Screaming Two-Speed Economy | Weekly Roundup

Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth |  Bob Diamond & David Schamis

The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup

Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk

The Post-Summer Market Rotation is Here | Weekly Roundup

Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello

Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup

Crypto Credit Markets Will Rewrite Risk Management | David Grider

Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup

Should We Be Worried About Jobs Report Revisions? | Guy Berger

The Financial Repression Endgame | Weekly Roundup

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan

Will Market Euphoria Cool Off In August? | Weekly Round-Up

Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot

The Fed Is Fueling A New Inflation Wave | Danny Dayan

Welcome to Peak Monetary Policy Theater | Weekly Roundup

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

The Great Ponzi-fication Of Markets | Weekly Roundup

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel

Unpacking The Crypto Treasury Meta

All Roads Lead To Debasement | Weekly Roundup

Bringing The Long Tail Of Markets Onchain

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap

The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

Empire | Introducing the Token Transparency Framework

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup

Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

The New Regime People Don’t Want To Accept | Jim Bianco

Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

America’s Debt Spiral Is Accelerating | Weekly Roundup

America Is Risking A Liz Truss Moment | Kevin Muir

The Fiscal Spiral Has No Off Switch | Weekly Roundup

The Next Big Trade Is Hiding In Plain Sight | Citrini

China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

The Fed's Strategy Is To Be Late | Weekly Roundup

Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

The Die Is Cast For A 2025 Recession | Neil Dutta