Jun 24, 2026Central BanksCore ConceptsWhen Energy Inflation Doesn't Spread (And Why the Bank of Canada Is Watching Food)What's Actually Happening Canada's headline inflation hit 3.2% in May 2026, the highest reading since December 2023. Gasoline prices jumped 33.2% year-over-year...Jun 24, 2026
Jun 12, 2026Central BanksFundamental AnalysisWhat 6.5% Producer Inflation Says About the Next Fed MoveUS producer prices jumped 6.5% year-over-year in May 2026, the fastest increase since November 2022. The core measure, which strips out food and energy, rose 4....Jun 12, 2026
May 29, 2026Central BanksCore ConceptsWhat Happens When the Fed Can't Cut Rates Like It PlannedThe Setup Nobody Expected Kevin Warsh got the Fed chair job partly by sketching out a path to lower rates. That plan lasted about five minutes. Inflation just h...May 29, 2026
Apr 22, 2026Macro AnalysisFundamental AnalysisWhat March Retail Sales Tell Us About Consumer Spending Right NowUS retail sales jumped 1.7% in March, the biggest monthly increase in a year. Gas station receipts drove the headline number after pump prices spiked during the...Apr 22, 2026
Apr 14, 2026Central BanksCore ConceptsHow Singapore's Currency Band Works and Why It Matters Right NowThe Setup Singapore's central bank is about to make a decision on Tuesday that traders in Asia are watching closely. The Monetary Authority of Singapore (MAS) r...Apr 14, 2026
Feb 13, 2026Global MarketsMonetary PolicyJapan's Defense Boom Just Created a Decade Long Trade SetupSanae Takaichi just won a supermajority in Japan's snap election and the market didn't waste any time figuring out what that means. The Nikkei crossed 57,000 fo...Feb 13, 2026
Feb 3, 2026Global MarketsMacro AnalysisThe EU's Energy Security Trap and Why Renewables Are the Only Real ExitThe EU's push for solar panels, wind turbines, and electric vehicles gets framed as a climate thing. It is, partly. But it's also about not getting held hostage...Feb 3, 2026
Jan 20, 2026Global MarketsMonetary PolicyTrump Tariffs Pushed Canada to China. Now What?Mark Carney just flew to Beijing and shook hands with Xi Jinping, and after eight years of diplomatic freeze between Canada and China, he's calling it a "strate...Jan 20, 2026
