News — Signals before narratives
This section focuses on factual economic signals that shape financial conditions —policy decisions, inflation data, labour markets, and global macro shifts.
Rather than reacting to headlines, each piece isolates what actually changed, what constraints tightened or loosened, and what assumptions deserve re-examination.
These updates are not predictions or opinions.
They exist to set the baseline — before scenarios are questioned and numbers are tested.
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The story people are hearing is familiar: “Oil is up again because the world feels unstable.” The subtext is usually...
The story people are hearing is simple: gold just smashed through a new psychological level, silver followed with a record...
For much of 2025, the story many people heard sounded dramatic: tariffs returned, global trade was “shaken,” markets were rattled,...
Signs of life are returning to the U.S. economy as mortgage rates slip below 7%, a shift Bloomberg notes is...