Macroeconomic News: Insights into Economic Trends and Developments

Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.

Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.

Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?

These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.

The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.

I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.